Investment Advising & Tax Filing
Fiduciary asset management and tax support, focused on coordinating your finances with your life
Why SFM Financial Advisors?
CFP Certified
Putting clients interest first, adhering to the highest ethical standards, and staying current with changes that affect clients.
Fee-Only
At SFM Financial Advisors LLC we only bill on a fee basis. We do not sell information, sell commission based services, or accept referral fees of any kind.
Fiduciary
We strive to create ethical relationship of trust. This means acting in good faith and performing in a manner that reflects what we believe is in the best interest of the client.
Steven Fox-Middleton
Financial Planner
Your financial well-being is our purpose. Let us help you achieve investment goals, plan for retirement, and meet your retirement cash flow needs.
Our Services
Financial Advisory Services
- Asset Based Wealth Management
- Goal Based Comprehensive Planning
- Supporting those working toward retirement
Tax Prep & E-Filing
- Personal Tax Preparation and E-Filing
- Small Business Tax Preparation and E-Filing
