SFI Advisors

Specialties

Your goals shape our relationship. Whether your focus is personal or business SFI Advisors tailored offering of Strategic Planning and Review Services, provides you a framework that supports informed decision making.

Families and Individuals — realizing your goals with personalized planning, investment management, and insurances services.

Business — results driven corporate planning, employee and executive benefits, retirement plan management, and business succession services.

SFI Advisors delivers insights and resources tailored to your unique circumstances and creates value through our strategic services that lead to informed decision-​making.

History

Established in 1968.

Celebrating over 45 years of excellence in helping clients build, protect and manage their assets.

Focused on your goals, SFI Advisors seeks to help you make the most of your opportunities while protecting those things most important to you.

The success of SFI Advisors is centered on our ability to help successful people take action and achieve their business and personal goals. Our work is guided by the vision and dedication of our founders and their commitment to delivering client value in a user-​friendly, personalized way. Our client centered, go-​the-​extra-​mile philosophy serves as the driving force and culture of SFI Advisors and is reflected in our knowledgeable, caring professionals who put you, the client, first.

Meet the Business Owner

John S.

Business Owner

As a leading financial advisor with over 20 years experience, I help clients grow and protect wealth. By delivering a strategic framework that supports informed decision making, I help clients make the most of their assets while protecting those things most important to them. I manage assets for individuals, retirement plans, trusts and businesses.