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Strategic Financial Associates, LLC

EST. AUM
$100,000,000

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website sfafn.com
Client types

Overview

Strategic Financial Associates, LLC (SFA) is a comprehensive financial services firm headquartered in Bethesda, Maryland. Founded in 1996, the firm provides high-net-worth individuals, executives, and business owners with customized financial strategies. SFA’s services encompass wealth management, financial planning, executive benefits, estate and legacy planning, retirement planning, and risk management. The firm operates independently while leveraging strategic partnerships with national firms for investment and insurance solutions.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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