SFA Partners Welcomes Three New Teams, Expanding Its Wealth Management Offerings with $200 Million Assets

SFA Partners Expands Wealth Management Presence

SFA Partners, a company dedicated to enhancing the growth and success of independent financial advisors, has made headlines with the announcement of three new wealth management teams joining its platform. Collectively, these firms bring an impressive $200 million in assets, a clear testament to the increasing appeal of SFA's unique model in the competitive landscape of financial advisory services.

Welcoming New Firms to the Family

The addition of AdvicePoint, Clarity Financial Advisors, and The Wealth Plan Company underscores SFA Partners' strategy to cultivate a network of advisors who value independence alongside robust support systems. Each of these firms was attracted to the SFA model for its focus on personalized service and its dedication to maintaining transparency in operations.

AdvicePoint: A Commitment to Retirement Planning

Founded by Matt Stephens, CFP®, AdvicePoint specializes in investment strategies and tax planning solutions tailored for retirees. With a background that includes time spent at Wells Fargo Advisors, Stephens transitioned to independent advising in 2013. He expressed enthusiasm about the collaboration, emphasizing the strong cultural alignment between AdvicePoint and SFA Partners. Stephens believes that this partnership will enhance the firm's ability to deliver value to clients, thanks to the experienced staff and supportive atmosphere SFA provides.

Clarity Financial Advisors: Supporting Educators

In the Seattle suburb of Bothell, Clarity Financial Advisors is making a name for itself as a family-owned business dedicated to educators. Founded by Bob Hamm and now managed by his son Robb Hamm, the firm specializes in advanced financial planning and retirement transition services. Robb Hamm highlighted the team's excitement about joining SFA Partners, stating that their goal was to find a more appreciative and respectful environment for their clients. The addition of their expertise in education-related financial planning adds significant value to SFA's offerings.

The Wealth Plan Company: Redefining Client Relationships

Founded in 2007 by Brandon Haines, The Wealth Plan Company brings over two decades of financial industry experience to SFA Partners. Haines launched his firm with a vision to empower clients in making informed financial decisions. His commitment to creating a supportive culture aligns perfectly with SFA's philosophy, making this partnership a natural fit. Haines remarked that aligning with SFA Partners felt like discovering a caring partner rather than merely finding administrative support.

Strategic Blueprint: Leading the Way

Strategic Blueprint LLC, the registered investment advisor (RIA) arm of SFA Partners, was conceptualized with the intent to provide advisors the tools necessary to manage their practices effectively without the burdens often associated with regulatory compliance and administrative duties. Since its inception, Strategic Blueprint has experienced remarkable growth, now managing over $2.8 billion in assets across its nationwide offices.

As an SEC-registered RIA, Strategic Blueprint empowers independent financial advisors to thrive in their operations by allowing them to focus on serving their clients effectively while alleviating the operational stress. By leveraging a comprehensive blend of services, including technology support and compliance management, Strategic Blueprint facilitates a seamless transition for advisors looking to scale their practices.

Michael Bryan, the Executive Vice President and Chief Growth Officer for Strategic Blueprint, acknowledged the increasing recognition of the firm's commitment to supporting independent advisors. This recognition stems from their unique pricing model and the personalized attention offered to advisors, enabling them to excel in their business endeavors.

Looking Ahead

As SFA Partners continues to attract and integrate independent advisory firms, the focus remains on fostering a strong community that prioritizes advisor independence, entrepreneurship, and collaborative growth. With a clear vision and distinctive values, SFA Partners is positioned to reshape the narrative in the financial advising industry.

In conclusion, the addition of AdvicePoint, Clarity Financial Advisors, and The Wealth Plan Company marks a notable expansion for SFA Partners, setting the stage for future growth and emphasizing the importance of a supportive and transparent advisory ecosystem. This move not only reflects the firm's ideals but also serves as a blueprint for success within the wealth management sector.