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Who we are and what we do.

 

Tax Season is behind us. If you have any concerns (extensions, federal with-holding, tax penalties, tax strategies for the current year) set an Appointment and we can review those concerns. 360-573-0641 (M-Fri, 9am-4pm).

SFM Financial Advisors LLC is located in Vancouver, WA.  We are a fiduciary* firm that provides fee-only financial planning, investment advising, and tax preparation (e-file).  We will;

  1. Advise you from the position of what actions are in your best interest.

  2. Never collect commissions or other payments from anyone but you.

  3. Clearly show fees that are associated with our services, prior to delivery.

What we do:

  • Gather information and guide you in setting a clear goal(s).

  • Review your current exposure to risk and make recommendations.

  • Review your current financial alignment to your goals and recommend strategies to achieve those goals.

  • Review your investments for risk, diversification, and inefficiencies in the fee structure.

  • Review your tax structure, recommend improvements, prepare and e-file taxes.

  • Manage your investments using a passive, index based approach.

  • Provide ongoing implementation support and amending your plan.

  • Provide resources for follow up in other areas of expertise.

What we do not do:

  • We do not sell commission based products (insurance or investments)

  • We do not provide advising for active traders and individual stock picking.

  • We do not do corporate business advising.

Set an Appointment

 

* Fiduciary - A person who holds an ethical relationship of trust. An individual who acts in good faith and performs in a manner believed to reflect the best interest of the client.

SFM Financial Advisors LLC is a registered investment advisor firm in the State of Washington.  SFM Financial Advisors LLC may not transact business in states where it is not registered.  Prior to providing services, outside of Washington, SFM Financial Advisors LLC would register or qualify for an exclusion.

The content of this web site is for information purposes only.  Opinions expressed herein are solely those of SFM Financial Advisors LLC.  Links to other sites endorsing securities, or other products, should not be interpreted as an endorsement by SFM Financial Advisors LLC.