A complete list of active advisors currently associated with Strategic Financial Partners, LTD

Warmer can help you find a great advisor at Strategic Financial Partners, LTD or one who fits your needs even better.

Strategic Financial Partners provides wealth management, portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, foundations, charities, and business clients, and manages approximately $321 million in discretionary assets. Services include both ongoing discretionary portfolio management and standalone financial plans used to guide implementation and monitoring. The firm customizes portfolios using fundamental and technical analysis and constructs diversified asset-allocation models that are actively monitored and rebalanced as client circumstances or market conditions change. Strategies offered range from long‑term buy‑and‑hold to shorter‑term trading and option writing, and the firm may recommend third‑party advisers or model portfolios when appropriate. Compared with many similarly sized advisory teams, SFP is notable for sponsoring its own wrap fee program (the SFP Wrap Fee Program) and executing and custoding trades through LPL Financial, while several associated persons also serve as registered representatives of LPL and as licensed insurance agents—arrangements the firm discloses and addresses through its code of ethics and conflict‑management processes. The firm also operates multiple offices, discloses use of Securities‑Backed Lines of Credit in its risk discussions, and has begun using AI tools to record and transcribe client meetings (with an opt‑out option), items it has specifically highlighted in recent brochure updates.

To learn more about the advisors currently working at Strategic Financial Partners, LTD, 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.