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 ten years later.

As the industry changes, SFA remains dedicated to independence. We ask ourselves, “What do our advisors need from us to meet the needs of their clients?” Everything we do stems from this core value.

SFA is more than a group of individual advisors. We pride ourselves on our ability to connect advisors in meaningful ways by cultivating opportunities for sharing of ideas and best practices, whether virtually or in person. We are building more than a firm; we are building a community.