About THE STRATEGIC FINANCIAL ALLIANCE
The Strategic Financial Alliance (SFA) is a leading financial advisory firm that provides expert guidance and personalized solutions to individuals and businesses seeking to achieve their financial goals. With a team of highly experienced and knowledgeable advisors, SFA offers comprehensive financial services and innovative strategies to help clients reach their full financial potential.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial guidance and solutions
- Offers a wide range of financial services
- Employs a team of highly experienced advisors
- Uses innovative strategies to help clients reach their goals
Facts and Insights
As of 2020, SFA has over $4.2 billion in assets under management and has been in business for over 16 years. The firm has a team of over 400 advisors and serves clients in all 50 states.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | 4.2 | 400+ |
Financial Services Offered
SFA offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management and insurance
- Business planning and consulting
Client Types
SFA serves a wide range of client types including individuals, families, business owners, and corporate executives. The firm also works with institutional clients such as foundations and endowments.
Fees & Compensation
SFA operates on a fee-based compensation model, meaning that advisors are compensated based on a percentage of the assets they manage for their clients. This structure ensures that the advisors’ interests are aligned with those of their clients, as they are motivated to grow their clients’ assets and provide sound financial advice.
Background
SFA was founded in 2004 by a group of experienced financial advisors with the vision of providing comprehensive and personalized financial solutions to clients. Today, the firm continues to uphold this vision and has become a top-performing advisory firm in the industry.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of any potential conflicts of interest or disclosures. SFA is a registered investment advisor and is held to fiduciary standards, meaning that they are legally obligated to act in their clients’ best interests. They also have a comprehensive disclosure page on their website, outlining any potential conflicts of interest or disclosures that clients should be aware of.