Our Vision

SFA exists to support you, the independent financial advisor. Our vision statement reflects that philosophy:

Be 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 products and services.

At SFA, we are always looking forward, preparing for what might be ahead of us in this ever-evolving industry. We know that when we are prepared, we are better equipped to help you and your business thrive. We make an effort to plan for every possibility - whether related to regulations, market volatility, or even life events. We help guide you with business growth strategies as well as continuity planning, and we apply those same strategies to our business. We have a plan in place for our own business continuity, when that need arises. Our highly experienced leadership team and SFA Holdings Board of Directors are at the ready to "steer the ship" at the time of such eventuality.