A complete list of active advisors currently associated with Sutterfield Financial Group, Inc.

Warmer can help you find a great advisor at Sutterfield Financial Group, Inc. or one who fits your needs even better.

Sutterfield Financial Group serves individuals, pension and profit‑sharing plans, charitable organizations, corporations and other business entities, providing financial planning, consulting, investment management, captive insurance formation and accounting/tax preparation services. The firm manages client portfolios on both discretionary and non‑discretionary bases and advises on mutual funds, ETFs, individual debt and equity securities, options and variable insurance sub‑accounts. Investment management is guided by an internal investment committee that constructs proprietary model portfolios across a 1–10 risk scale using fundamental and technical analysis, with model‑based management applied to a majority of clients and ongoing monitoring and rebalancing. The firm may recommend its wholly owned adviser, Seraph Capital Associates, to actively manage portions of client assets and coordinates with third‑party custodians to implement client strategies. Several structural features set Sutterfield apart from many peers: it maintains five offices, offers in‑house accounting and tax preparation services, and operates as a licensed captive insurance manager while owning a captive risk pool and related captive management businesses. The firm also sponsors pooled real‑estate investment vehicles for accredited investors, has affiliated advisory and accounting entities, and has supervised persons who serve as registered representatives and insurance agents and may offer commission‑based brokerage or insurance products separately; these affiliations and ownership interests are disclosed as potential conflicts and some client accounts are subject to custody and surprise examination.

To learn more about the advisors currently working at Sutterfield Financial Group, Inc., 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.