Independent advice, built around you.
A fiduciary advisory practice — independent, client-first, and grounded in institutional discipline and private-markets experience.
What working together looks like
A straightforward process, designed so the first conversation is genuinely useful whether or not we decide to go further.
An intro call
A short, no-pressure conversation to understand your situation, your goals, and whether the fit is right on both sides.
A clear picture
A review of where things stand across your accounts, holdings, and objectives — drawing on the full range of asset classes that can strengthen your portfolio, always in plain language.
A real partnership
A plan that adapts as your life does, with direct access and no layers between you and the person managing the work.
Your assets are custodied at Charles Schwab, one of the largest independent custodians in the country — held securely and separately, never by the firm itself.
About the practice
S Financial Advisory LLC is an independent investment advisory firm registered in the State of New York, founded to bring institutional-grade thinking to individuals and families. The practice draws on direct experience in private markets and systematic investment structures.
Contact
I would welcome the chance to connect. Reach out for an introductory call to explore whether SFA's services are a good fit for your financial goals.