A complete list of active advisors currently associated with SFM, LLC

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

SFM provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, endowments, qualified retirement plan sponsors and business entities. The fee‑only firm manages roughly $403 million on a discretionary basis and offers ongoing portfolio management as well as standalone financial planning and hourly consulting. The firm builds customized, model‑based portfolios that emphasize low‑cost institutional mutual funds and ETFs, long‑term diversification, and tax‑aware rebalancing, drawing on fundamental, technical and cyclical analysis. It also accepts limited discretion to trade investment‑grade individual fixed‑income securities and selectively includes private alternatives (for example, private infrastructure, private real estate and private debt) alongside public securities. Noteworthy features include a relatively high cumulative account minimum (recently raised to $500,000), a formal staffing standard that emphasizes bachelor’s degrees and advanced credentials (CFP®, CFA®, CRC), and a multi‑advisor team structure supporting portfolio design and client service. The firm operates on a fee‑only basis, does not accept commissions or proxy‑voting authority for client accounts, and discloses a historical, non‑investment disciplinary matter involving an advisor that was expunged.

To learn more about the advisors currently working at SFM, 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.