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 advisory and planning services to individuals (including high‑net‑worth clients), trusts, charitable organizations, corporations and employer‑sponsored retirement plans. The firm offers individualized portfolio supervision on a non‑discretionary basis, comprehensive financial planning, and ERISA 3(21) retirement‑plan advisory services. Advisers develop client allocations through in‑depth interviews that establish goals, time horizons and risk tolerance, then implement strategies using fundamental and technical analysis and asset allocation. The brochure discloses use of options (including covered calls) and the potential to employ derivatives and borrowing within separately managed accounts when consistent with client objectives and risk tolerances; the firm reports that its reported AUM was managed on a non‑discretionary basis as of December 2025. The firm is affiliated with the accounting practice Swink Coplen & Company, P.C.; partners of SFC Financial are licensed CPAs who cross‑refer clients between the advisory and accounting practices, a relationship disclosed and managed through firm policies. Compared with peers, SFC Financial’s combination of a small, four‑advisor team overseeing roughly $208 million in primarily non‑discretionary assets while permitting leverage and derivatives in separately managed accounts represents an atypical service mix for a supported firm.

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.