A complete list of active advisors currently associated with Strategic Financial Alliance, LLC
Warmer can help you find a great advisor at Strategic Financial Alliance, LLC or one who fits your needs even better.
Strategic Financial Alliance LLC provides investment advisory, investment management, comprehensive personal financial planning, and hourly financial consulting to individuals, corporations, and trusts. The firm typically charges percentage-of-assets fees for portfolio management and also offers fixed-fee planning engagements and hourly consulting under separate agreements. The firm’s investment approach emphasizes mid- to long-term goal achievement through diversified asset allocation across stocks, bonds, ETFs, mutual funds and select alternatives, with portfolios constructed to reflect documented client risk tolerance and any client-imposed restrictions. Trading and portfolio reviews occur regularly (at least quarterly), and the firm notes tax efficiency and cost control as routine considerations in portfolio decisions. What distinguishes the firm from many peers is the principal’s licensed CPA background and the firm’s provision of tax compliance and tax return services under separate engagements, with roughly a third of advisor time devoted to those activities. That accounting affiliation informs the firm’s emphasis on tax implications of investment choices and is presented as an integrated element of its broader financial planning and investment services.
To learn more about the advisors currently working at Strategic Financial Alliance, 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 |
|---|---|---|
Canton, MA
| 24
|
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