At Strategic Financial Concepts (SFC), you’re not just an advisor—you’re a valued part of a community that believes in collaboration, support, and shared success. We are a boutique firm with a heart, committed to helping you build a career on your terms with the resources, culture, and flexibility you deserve.
Be in control of your business. SFC empowers you with a truly independent platform, so you can serve your clients the way you know best—without quotas, product pushes, or micromanagement.
When you join SFC, you’re joining a family of professionals who believe in helping each other grow. You'll have direct access to experienced advisors and mentors who are genuinely invested in your success.
With advanced planning resources and leading-edge technology platforms, SFC provides the tools you need to grow your business with efficiency and confidence.
“One of the things I love about SFC is the culture. It’s not just about business — it’s about people helping people succeed.”
“SFC gives me the independence to run my practice how I see fit, while always having a family of advisors I can rely on.”
Back-office support with a variety of service options tailored to your business needs.
Specialists in case design, internal portfolio management, and complex case assistance.
Managed by a team of professionals and researchers who regularly review and rebalance, allowing you to grow assets without the burden of hands-on portfolio management.
A knowledgeable and compassionate team ready to support you in compliance, transitions, succession planning, retirement plans, insurance, portfolios, estate planning, tax strategies, organizational growth, and client account management.
Affiliated members qualify for access to our advisor group benefits plan, designed to support your health and well-being.
Investment advice offered through Strategic Financial Concepts, LLC, a registered investment advisor. View our Client Relationship Summary and Form ADV Part 2A.
