Who We Are and How
We Are Different
SFA is the home for independent financial advisors who are passionate about
meeting the financial needs of their clients, are intentional about developing their businesses, and value an extensive selection of financial solutions and services. We focus on three important areas:
Our History
SFA was founded in 2003 by a group of advisors and industry leaders who fully appreciated and saw the need for a firm that would support true independence for its advisors. The founders wanted to provide a home for themselves and for others who were passionate about their clients and about their own independence. These ideals still hold true, and many of these founding members are still with SFA today, more than 20 years later.
As the industry changes, SFA remains dedicated to independence. The focus is always on you and what you need from us to meet the needs of your clients.
SFA recognizes that being independent shouldn’t mean being alone. You have many opportunities for sharing of ideas and best practices, whether virtually or in person. You will see SFA as more than a firm; SFA is a community.