Its experience is deeper than it seems. Although Strategic Financial Partners is only 2 ½ years old, the advisers have been working together for much longer.
“The advisers at SFP have been working together for 10 years,” President and CEO John Ferguson said. And those 10 years have shaped a unique approach to wealth management.
“We have a process driven approach,” Ferguson said. “We don’t have a solution for clients prior to consulting with them. Once we determine what they need, we design a portfolio and recommendation that suits their individual needs.”
The firm focuses on five major services. It advises individuals and businesses in wealth accumulation, wealth protection, retirement planning, estate planning and business planning.
When asked what he thought earned the firm’s Best Of award, Ferguson offered a clear and simple response. “It’s our satisfied clients and great advisers.”
Runners up:
Carnick & Co.
Huntley Thatcher & Ellsworth