MM
Matthew Mayer
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Work Experience
N/A
Nov 2023 - Present · 1 years and 1 months
MAM Properties
N/A
Jul 2013 - Nov 2023 · 10 years and 4 months
N/A
Feb 2017 - Jul 2022 · 5 years and 5 months
Company Details
11-50 Employees
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.
Year Founded
2003
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
2200 Century Parkway, Suite 500 Atlanta, GA 30345, US
Keywords
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