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Your firm's circumstances will shape the nature of our relationship. We can collaborate on a client-by-client basis or work to form a more structured strategic alliance. Our objective is to help the client maximize the value of their advisory team.
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This Advisor Center is designed to enhance collaboration. It is a portal from which to exchange more detailed information on our products and services and explore applicability to client circumstances.
Partner with SFI
- To access world-class resources, consulting services, technology and innovative, quality products
- To enhance your professional practice and expand your business and revenues
SFI is a founding member firm of NYSE listed National Financial Partners "NFP", a $150 million dollar independent financial advisory powerhouse with over 400 firms in cities throughout the U.S. NFP's market strength provides access to world-class products and services from leading manufacturers. While, SFI's local presence provides excellence in service, responsiveness, continuity of personal relationships and attention to detail clients expect.
So as to better serve the client, we have structured our business around three markets.
- Our Private Client Group provides unique wealth accumulation, wealth management and wealth transfer planning services.
- Our Corporate Services Group provides leading Executive and Employee benefit plan solutions, Human Resource consulting services, and strategies addressing business succession issues.
- Our Non - Profit Services Group provides endowment management services and assists non-profits as they work with donors engaged in the philanthropic planning process.
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