SFI Advisors was founded to help you achieve success on your terms. By helping provide you with a framework for informed financial decision-making, we can help you best align your resources to the attainment of your goals. We are proud of this shared track record of success. This client-centered, user-friendly philosophy is ingrained in our culture and central to organizational success.


At SFI Advisors, we are committed to delivering services at the highest standards of professional excellence. Our seasoned team of financial professionals hold advanced certifications and degrees. We are committed to providing you independent and objective advice that is uniquely crafted, clearly communicated and diligently executed.


As advocates for you in a complex financial marketplace, we have seen how creative thinking can help deliver workable solutions. We continually improve our offering of Strategic Client Services to incorporate leading innovations designed to help you enhance results while minimizing risk.