A complete list of active advisors currently associated with SFI Advisors, LLC

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

SFI Advisors serves individuals (including high‑net‑worth clients), corporations, trusts, estates, charitable organizations, and qualified retirement plans, offering discretionary investment portfolio management, financial planning, corporate retirement plan consulting, and family office services. The firm also makes the Envestnet wrap‑fee program available to certain clients and provides advice across a range of investments including equities, bonds, mutual funds, ETFs, REITs, variable annuities, and municipal securities. The firm generally implements tailored discretionary portfolios after gathering clients’ financial information, goals, risk tolerance, and time horizon, and describes the use of approaches such as modern portfolio theory and long‑term purchase strategies while conducting at least quarterly account reviews. SFI Advisors notes that tax efficiency is not its primary management objective, will coordinate with clients’ tax professionals when requested, and may aggregate trades for model portfolios and combine household accounts when determining fees. Distinctive features disclosed in the brochure include an affiliation with SFI Insurance Services, Inc., and advisory personnel who are registered representatives of Private Client Services (PCS), which means clients may be offered commission‑based insurance and brokerage products separate from advisory fees. The firm also discloses that it receives a portion of wrap‑program fees, provides ERISA fiduciary consulting for retirement plans, and manages approximately $176 million for roughly 304 clients with three advisors — arrangements the firm says it addresses through written disclosures, a Code of Ethics, and proxy‑voting and conflict‑management procedures.

To learn more about the advisors currently working at SFI 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.