Grow Your Business

The Strategic Financial Alliance (SFA) was founded by advisors and experienced financial advisory industry leaders, specifically for advisors.

Our firm’s leaders and home office team strive every day to go beyond what is typically expected within the industry. We look at the long-term future of each advisor’s practice in order to provide flexible and pragmatic solutions that directly support each advisor’s business growth and client support needs.

From fee- or commission-based advisors, to dual registrants working under our firm’s corporate Registered Investment Advisor (RIA) platform, and from fee-only RIA firms to hybrid RIA firms, SFA supports the widest possible array of independent financial advisor business models in the marketplace today.

Business Growth Support

SFA invites independent advisors seeking to grow their businesses through exceptional client service and customized business planning to explore the highly targeted areas of practice management support that the firm offers:

  • Education & Training
  • Business Development
  • Marketing Support
  • Product Innovation
  • Succession & Transition Planning