Our Difference

The Strategic Financial Alliance empowers independent financial advisors by providing them with the support they need to develop their businesses and help their clients achieve their financial objectives.

SFA goes far beyond the traditional broker-dealer, RIA, and insurance transactions by enabling our advisors to offer their clients a comprehensive, holistic approach to planning for their entire financial lives.

SFA advisors have access to an extensive and diverse selection of carefully vetted investment and insurance solutions, robust technology, and a wide range of practice management resources, from labor-saving back-office assistance, to effective marketing strategies, to up-to-date compliance support; and we maintain a high-touch, personalized engagement with each of our advisors.

As a true alliance, we nurture our community of advisors by helping them to continually improve their capabilities, learn from each other, uphold best practices, and create businesses of enduring value.

Empowering the Independent Financial Advisor – SFA