At SFA we have a responsibility to our advisors to stay involved in the industry in a meaningful way. This is why we hold places on industry Boards, are members of industry advocacy organizations, and maintain partnerships with industry leaders and influencers.

Financial Services Institute (FSI)

SFA is a proud member of FSI and nearly all of our advisors are members as well. We find in FSI a strong ally on the advocacy front. FSI’s mission is to ensure that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors and independent financial services firms. FSI seeks to create a healthier, more business-friendly regulatory environment for its members. FSI is a strong voice for independent financial advisors and financial services firms such as SFA.

For more information about FSI, watch this video or visit their website at

Empowering the Independent Financial Advisor – SFA