A complete list of active advisors currently associated with SFG Wealth Advisors, LLC
Warmer can help you find a great advisor at SFG Wealth Advisors, LLC or one who fits your needs even better.
SFG Wealth Advisors serves individuals and families—including active retirees, business owners, and young professionals—providing ongoing discretionary portfolio management, comprehensive financial planning, insurance solutions, and retirement-plan advisory services for individuals, trusts, estates and small businesses. The firm also offers referrals to third‑party estate‑planning technology and provides participant and sponsor services for employer retirement plans as a 3(21) fiduciary. The firm’s investment recommendations are driven by a cash‑flow based financial planning process and are typically implemented using diversified allocations of mutual funds and ETFs, with selective use of alternative investments when appropriate. SFG regularly engages third‑party money managers and accesses strategies through a platform provider (Frontier), seeking diversified, actively managed strategies that emphasize downside risk management and long‑term return objectives. SFG’s brochure discloses several relationships that distinguish its operating model: its IARs may also be registered representatives of a broker‑dealer through an affiliated entity and are licensed insurance producers, meaning brokerage commissions and insurance compensation can be earned in addition to advisory fees. The firm also has an operational relationship with Frontier—previously a solicitor relationship and now used as a platform and co‑advisor—and discloses the use of Frontier’s proprietary manager‑screening and performance‑oriented strategies, arrangements the brochure identifies as potential sources of conflicts of interest.
To learn more about the advisors currently working at SFG Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 9
| |
Tampa, FL
| 1
| |
Tampa, FL
| 25
| |
Tampa, FL
| 1
|
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