A complete list of active advisors currently associated with S & A Financial Strategies & Services, LLC

Warmer can help you find a great advisor at S & A Financial Strategies & Services, LLC or one who fits your needs even better.

S & A Financial Strategies & Services LLC is a small, independent, fee-only registered investment adviser that provides life-goals financial planning, ongoing life-goals tracking and investment management, and limited general consulting to individuals and small businesses. The firm manages approximately $16.2 million across 39 client accounts and operates with a two-advisor structure. The firm develops personalized Life Goals Plans and recommends portfolios primarily using low-expense, no‑load mutual funds and exchange-traded funds, with client accounts custodied at Altruist. Accounts are monitored weekly by the firm’s owner and any proposed portfolio changes are discussed with clients and require written authorization, reflecting a largely non-discretionary implementation model. Notably, the firm reports all assets under management as non-discretionary and does not serve high‑net‑worth individuals, which is uncommon among peers; it emphasizes client approval for trades rather than discretionary trading. The practice is owner-run, maintains a single institutional custodian relationship, recommends regular quarterly reviews, and may waive its stated asset minimum in select cases while also offering standalone hourly consulting.

To learn more about the advisors currently working at S & A Financial Strategies & Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.