About Us

Our Firm

 
 
 

Founded in 1996 by Jim Adkins, Strategic Financial Associates, LLC (SFA) provides expertise in the most critical areas of financial planning, risk management and wealth accumulation, preservation and distribution. As sole owner, President and CEO of SFA, Jim leads a team of over twenty-five professionals who each bring a unique skill set to the firm. Working as a cohesive team to bring you holistic financial solutions and exceptional client service, we offer a wide array of expertise. Utilizing our Holistic Planning Process, SFA can assist you in coordinating the many aspects of your financial life and then develop a comprehensive plan to meet your goals and objectives. Leveraging both internal and external resources, we are uniquely prepared to assist you with: insurance design; investment management; estate planning concerns; business succession; executive compensation; and retirement planning needs.

Jim has almost twenty years of experience in the financial services industry, having worked with sophisticated and well-regarded organizations, individuals and families in forty states. Dedicated to ensuring that every client clearly understands their situation and has an actionable plan, Jim and his team maintain continual communication with clients. Periodic reviews are part of every client plan, allowing for timely strategic or tactical changes to be implemented when necessary.

Whether you are an individual concerned about securing a comfortable retirement, a business owner wondering how to effectively monetize succession of your business or a family member facing estate conservation or asset transfer issues, SFA can assist you. We encourage you to for more information about how we can help you articulate your specific needs, evaluate your situation and execute a customized plan to ensure financial success and provide you peace of mind.

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Our Purpose

Strategic Financial Associates, LLC (SFA) is a holistic financial planning and wealth management firm that specializes in working with executives, business owners and affluent individuals and families. Committed to the belief that the only plan that truly succeeds is customized to fit your individual needs, we take exceptional care to understand your unique financial situation, goals and objectives and tolerance for risk. Utilizing the best analytical tools available to us, we design and continually monitor your plan to ensure optimal results and relevance. Whether you are in the accumulation, preservation or distribution phase of your financial life, we can assist you with both building and managing a customized solution.

 

What Sets Us Apart?

While many advisors focus on various individual components of their clients’ lives, we strive to understand your entire financial picture. We advocate a holistic approach because the best results are achieved when plans are developed, executed and amended in consideration of all the possible factors impacting your financial security. No matter how simple or complex your situation may be, our ultimate goal is to help you achieve both personal and financial well-being.

Passionate about our commitment to outstanding client service, we pride ourselves on maintaining continual communication. Staffed with over twenty-five professionals who are each responsible for a particular area of expertise, our firm is uniquely equipped to address all of your planning and investment needs. No inquiry is too big or too small. We encourage all of our clients to reach out to us with any questions or concerns.

Who We Serve

Strategic Financial Associates, LLC (SFA) specializes in working with business owners, executives
and affluent families to accumulate, preserve and eventually distribute their wealth.

Business owners face unique challenges as they work to provide for their loved ones as well as for their employees. Among the multitude of concerns are cash flow, group benefits, executive compensation and eventual business succession. Possessing a wealth of experience in each of these areas, SFA assists business owners with the planning and execution of successful plans. Whether you are looking to implement or improve a firm wide benefits program or design an actionable plan for monetizing your business upon retirement, we can assist you in building and managing these initiatives.

Executives who have already realized varying degrees of professional and financial success often look to us to develop a plan that includes asset protection, portfolio management and legacy planning components. SFA designs and implements effective strategies to address even the most complex of executive planning situations.

Affluent and emerging affluent individuals and families benefit from our Holistic Planning Process and continual review of their unique financial situations. We place the utmost importance on understanding just where our clients are currently, and what they wish to accomplish in the future. Appreciating how you feel about investing and risk management is just as important as knowing where your assets are invested and why. Armed with a clear understanding of your personal desires and biases, as well as financial goals and objectives, we design a plan uniquely suited for you. Recognizing that lifestyle changes greatly impact the effectiveness of any plan, we periodically implement strategic and/or tactical changes to ensure continual relevance.

Strategic alliances and professional partnerships are integral to our business. We work in tandem with trust and estate attorneys, certified public accountants and other key personal and business advisors to ensure our clients receive the best possible guidance.