Our goal at SFM is to provide a forward-thinking, collaborative, full service firm in which management is fully vested in the success of our Advisors and their clients.
We are a group of people who are generous with our time, true to our word, and passionate about providing a whole new level of service, entirely. Named among the Top Financial Planning Firms by the Orlando Business Journal, SFM has everything you’re looking for in a world-class firm. With each year in business, we find ourselves growing both our services and our solutions for our clients.
Many financial advisors enjoy focusing on the client – after all, it’s their job. Yet, this focus on day-to-day client activities can hinder their effectiveness over the long-term. We’re here to help you envision the big picture for your practice, setting goals for better client service and incremental AUM growth. We believe we have the right partners, the right technology, and the right team to help make it happen!