The Strategic Financial Alliance

The Strategic Financial Alliance, Inc. (SFA) is a Registered Investment Adviser established in 2003, based in Atlanta, Georgia. SFA offers a range of advisory services, including Portfolio Management Programs, Financial Planning, and Financial Consulting. As of December 31, 2024, SFA managed assets valued at approximately $470,940,836 million. SFA offers two Strategic Choice portfolio management programs with customized investment strategies. Clients can choose between all-inclusive or non-inclusive fee structures. Additionally, SFA offers a C-Share Mutual Fund Management Program with a 1% annual fee deducted from the mutual fund account. SFA also provides Co-Advisory Programs with third-party managers and Subscription Advisory Services for financial planning and wealth management. Clients can impose restrictions on their accounts, and SFA operates under a fiduciary standard of care. SFA does not charge performance-based fees and does not vote proxies on behalf of clients. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. SFA discloses potential conflicts of interest related to compensation from product sponsors and referral fees paid to solicitors. Clients are encouraged to review account statements and confirmations provided by the custodian.