Becoming an independent RIA is a daunting task that requires operational excellence, investment expertise, marketing, and client servicing, all while trying to continue to grow your business. But being independent provides the flexibility to provide clients with the highest level of service in the way you see fit.
At SFG, we put the client first, a result of our commitment to helping others with unwavering service and the pursuit of continuous improvement.
Investment & Portfolio ManagementCompliance OversightTechnology StackIT SupportFinancial Planning
Estate PlanningTax PlanningMarketing ServicesClient Service AssistancePractice Management
At Saxon Financial Group, we’ve built the support infrastructure you need to continue to provide your clients with financial advice. Partnering with us allows you to expand the services you provide while improving the client experience. We assist you with the complexities of running your business so you can spend more time with current and prospective clients.
At SFG, we put the client first, a result of our commitment to helping others with unwavering service and the pursuit of continuous improvement. Our structure is designed to create economies of scale so that as you grow your business, you will be able to maintain and expand the level of service you provide to your clients.
As an SFG Advisor, you will have daily access to a senior leadership team with more than 40 years of combined industry and entrepreneurial experience and support to help manage the non-client-facing activities required.