SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for helping independent advisors succeed. We are a full-service partner, regardless of your business model or affiliation preferences. And we’re here to empower independent financial advisors with the supportive environment, tools and expertise they need, with no cookie-cutter solutions. And, as a member of our SFA Partners advisor community, you’ll never feel alone.

Strategic Blueprint, our corporate RIA, serves the independent financial advisor who wants to run a primarily fee- and planning-based business on their terms, but who also wants a frictionless, turnkey service experience. Strategic Blueprint advisors retain their brand, their data and their equity. And for those who want to maintain registration with a broker-dealer for commission-based services, there is an opportunity to affiliate with sister-firm, SFA. Both leverage SFA Partners’ due diligence expertise resulting in a varied and deep platform of investment solutions, including a wide array of alternative investments to help advisors creatively guide their clients in achieving their financial objectives.

For more information on Strategic Blueprint, please visit our website https://www.strategicblueprint.net/ or contact us at info@strategicblueprint.net or (678) 954-4000. And for more information The Strategic Financial Alliance (SFA) or SFA Insurance Services, please visit our website https://www.thesfa.net/ or contact us at joinus@thesfa.net or (678) 954-4000.

Insurance

Investment Management

SFA Partners

Clive Slovin

Milegam Tuo

Kyle Vermillion

Barron King

Veronica Harrell

Matthew Mayer

Alfonso M.

Evert Hernandez

Elizabeth White

Julie Sullivan

Arthur Goldsmith

Nancy Lanier

Stephanie Schiele

The Finance & Accounting team at SFA Partners is responsible for overseeing the financial health and regulatory compliance of the organization. This includes managing financial records, conducting audits, preparing financial statements, and ensuring accurate and timely reporting. The team collaborates closely with other departments to provide financial insights that support strategic decision-making and drive the success of the company’s family of firms.

Finance & Accounting

Operations and Compliance

Leadership Team

Finance & Accounting

About

Team members

Other teams at SFA Partners

Operations and Compliance

Leadership Team