A complete list of active advisors currently associated with SFC Financial LLC

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

SFC Financial, LLC provides investment supervisory services, financial planning, and ERISA 3(21) retirement-plan advisory to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and employee retirement plans. The firm offers ongoing portfolio management and written financial plans, with implementation and consulting delivered on a non-discretionary basis. Portfolios are constructed using asset-allocation guidance informed by fundamental and technical analysis, mutual fund/ETF evaluation, and periodic reviews; the firm also uses option strategies, including buying puts and writing covered calls, as part of its investment toolset. Account supervision is guided by each client's stated objectives, risk tolerance and liquidity needs, and clients retain authority over trade execution and brokerage selection. A distinctive operational feature is the firm’s affiliation with the accounting firm Swink Coplen & Company, P.C., with cross-referral practices and key personnel maintaining active CPA practices that, the brochure notes, receive the majority of those individuals’ professional time. Also atypical among similar team firms, the adviser reports approximately $208.3 million in assets under management handled entirely on a non-discretionary basis and discloses the use of derivatives within client accounts.

To learn more about the advisors currently working at SFC Financial 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.