Fiduciary Financial Planner - Wealth Management

How We Work


At SFA, we believe in holistic wealth management.  Financial planning, investment management, estate planning and insurance analysis are all connected.  When you engage with us, our fee includes financial and retirement planning as well as investment management, estate planning recommendations and insurance needs analysis.  All for one low annual fee that is based on assets.


We have a suggested minimum of $1,000,000.

SFA is a wealth manager. All services are included for one asset-based fee. Services are not available separately.

What’s Your Number?


Financial planning should be interactive and help guide your decision making.  If you want to see the effects of retiring early, it should be a mouse-click away.  Our software will make your planning easy.

  • Thinking about a part-time job in retirement? Click.
  • Vacation home? Click.
  • Can we take the big trip we always talked about? Click.
  • Can we help with our grandkids’ education?  Click.  

What Could Happen?

A lot, actually.  Unfortunately, markets don’t go straight up.  While they reward long-term investors, the path can be up and down.


A Monte Carlo analysis estimates 1000 possible outcomes.  Each line representing a unique scenario.  In this example, an 87% success rate.


Retire in a down stock market?  We can run a ‘bad timing’ analysis.

What Does Your Retirement Look Like?


Retirement is different for everyone.  Our software lets you pick your goals.  You’ll need healthcare.  We can help estimate what it will cost.


Maybe a big trip, updating your kitchen, helping your grandkids with college.


You can easily set your goals by a simple drag and drop of your computer mouse.

How Can We Help You?


We are a fiduciary. We offer independent advice with no hidden charges, incentive structures, or third-party payments of any kind. 

Ready to take the next step? Let’s talk about how we can get you there.

The best time to plant a tree was twenty years ago. The second best time is now.

-Chinese Proverb

During the COVID-19 crisis, we continue to operate at our normal hours. We are available to meet by phone or virtually. To learn more about what we can do for you, give us a call at (203) 458-6800. 

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