A complete list of active advisors currently associated with SAS Financial Advisors, LLC.

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

SAS Financial Advisers is a fee-only, SEC-registered investment adviser that provides ongoing portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and certain pension/profit-sharing plans. The firm reports managing roughly $167 million across about 160 client relationships and delivers written financial plans alongside continuous portfolio supervision. Portfolios are generally built around passively managed index securities — primarily ETFs, index mutual funds, closed-end funds and fixed income — with client-specific investment policies set according to objectives, time horizon, tax considerations and liquidity needs. The firm manages accounts on both discretionary and non-discretionary bases, uses fundamental and technical analysis, and may employ margin and option strategies (including covered calls and spreads) when appropriate. Compared with many peer team firms, SAS discloses formal affiliations with other registered investment advisers through personnel who also serve those firms and support SAS’s financial planning work, a relationship the firm identifies and addresses in its conflicts policies. It also makes professional fiduciary and related legal services available through an associated licensed professional fiduciary/attorney and retains a paid consultant for fiduciary services — arrangements that are less common among similarly sized advisory teams.

To learn more about the advisors currently working at SAS Financial Advisors, 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.