Empowering the Independent

SFA empowers independent financial advisors who are passionate about helping their clients achieve their financial goals. We provide the comprehensive support that assists them in providing sound advice, exceptional service and carefully vetted products to help meet their clients’ financial needs. 909-664-5809

Join SFA

SFA is a community of independent advisors who share common values and learn from each other. Our comprehensive support – from back-office solutions to technology, marketing, compliance and due diligence – lets you focus on what's really important: serving your clients and growing your business. Learn More