The success of SFI Advisors is built on the dedication and vision of our founders and their shared commitment to excellence in helping individuals and their families, and businesses and the owners and executives who run them. Their passion for helping clients achieve their goals in a user-friendly, personalized way continues to serve as the driving force and culture of SFI Advisors.
Henry Sampers Jr. established Sampers Financial, Inc. (SFI) to provide insurance, benefits consulting, and investment solutions to businesses and the owners and executives who run them.
SFI becomes a principal and member firm of PartnersFinancial, a national organization comprised of over 160 independent, like-minded professional financial advisory firms.
SFI became a founding member firm of National Financial Partners (“NFP”), a premier independent financial services company serving high-net-worth individuals and the mid-sized corporate market.
SFI merged with Phillip E. Goodman, Inc., an established business and estate planning firm that was founded by Phillip E. Goodman in 1974 and a member firm of PartnersFinancial since 1986.
NFP is listed on the NYSE (NFP) with a market capitalization of over $1 billion.
SFI joins forces with PFC Planned Financial Concepts, a family business specializing in estate planning, business succession, and retirement and benefit planning.
SFI orchestrates repurchase from NFP, thereby realizing desired independence while maintaining access to institutional resources.