A complete list of active advisors currently associated with SA Financial Solutions, LLC

Warmer can help you find a great advisor at SA Financial Solutions, LLC or one who fits your needs even better.

SA Financial Solutions primarily serves individual and high‑net‑worth clients, offering discretionary asset management, financial planning, and consultation services as well as assets‑under‑advisement reviews and referrals to third‑party managers. The firm reports about $438,074 in discretionary assets under management and operates with two advisors and a very small client base. Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and employ a mix of fundamental, technical, charting and cyclical analysis with tactical or strategic asset allocation and periodic rebalancing. The firm will also recommend, place clients with, and monitor third‑party money managers when appropriate and provides standalone full financial plans or topic‑specific consultations. A distinctive feature is that both principals maintain active insurance agent practices and receive commissions from insurance sales, and the firm receives referral fees and other benefits from a recommended third‑party manager; these relationships and related conflicts are disclosed in the brochure and addressed through firm procedures. The firm does not vote client proxies and has no account minimums, operating as a small, support‑level advisory practice.

To learn more about the advisors currently working at SA Financial Solutions, 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.