Join SFA

SFA advisors are passionately independent in every way, yet share common goals and values. They participate in a unique culture and a deeply supportive community that helps them build their business and allows their individual voices to be heard.

Our Advisor Network – the Heart of Our Business

At the heart of SFA’s business is our emphasis on building a community of like-minded financial advisors who collaborate, support and excel together to identify growth opportunities and new techniques to develop and strengthen their practices.

This distinctive community-based approach enables SFA to develop industry-leading financial planning and investment advisory support that enables our affiliated independent advisors to better serve their clients.

In addition, our streamlined transitioning process makes joining SFA – including account transfers and conversion to our system – as quick and seamless as possible.

Who We Are

Click through our brochure below to learn more about SFA. To view, simply mouse over the pages to turn (or use your finger on mobile devices). Click on the + or - sign below the brochure to zoom in or zoom out. To enlarge to full screen, please click the double-arrow icon on the far right under the brochure.