Sandifer & Assoicates

Specialties

Helping you make the most of your successful, fulfilling life

Serving people who know the value of hard work and appreciate the success they have achieved is our privilege. That is why we look forward to devoting our time to serving you. We also believe that through a disciplined long-​term process, all clients can and should be financially independent.

Over the years, we have developed an expertise in working with medical professionals, retirees and high-​net-​worth individuals. We understand their needs and the challenges that are specific to each group. We also understand the importance of working with your other professional advisors, such as your attorney or accountant, when the need arises. Please rest assured that we understand the value of having all of your advisors work toward a coordinated game plan in order to help ensure every detail is addressed and covered.

History

Established in 1984.

Managing your wealth is only one aspect of the complete financial service we provide

We built our business for one simple purpose — to provide you the freedom and ability to pursue your family’s lifetime goals. Though valuable, we believe money is a tool, not a measuring stick of success. By helping you manage it properly, you are better positioned to attain the freedom to choose a lifestyle that represents your personal goals and beliefs.

As a client of our firm, you will be served by a team of experienced professionals who will employ their nearly 60 years’ experience in managing the complexities of your financial life. Through the use of independent proprietary research and customized portfolios, we will help you pursue your goals at a level of risk with which you will be comfortable. Becuase our services are fee-​based and not influenced by commissions, the recommendations we offer are strictly in your best interest.

Meet the Business Owner

James S.

Business Owner

James E. Sandifer, CFP®

President, Chief Compliance Officer

jamey.​sandifer@​jesandifer.​com

For more than 30 years, Jamey has been helping clients, just like you, build financial strategies based on their individual goals — whether the client is a professional, retiree or high net-​worth individual. We believe clients will benefit from his experience and enjoy the personal attention given to each and every client.

A dedicated professional, Jamey has achieved the designation of Certified Financial Planner™ professional, a certification that required him to complete the rigorous CFP® certification process, and requires him to meet ongoing certification renewal requirements. He is a current and past member of Raymond James advisory boards for mutual funds, charitable giving and retirement income.