SFA Partners Adds Strategic Blueprint

APRIL 19, 2018 • JADAH RILEY Strategic Blueprint LLC, an Atlanta-based registered investment advisor, announced it has joined SFA Partners’ family of financial services companies. SFA Partners is a master brand that encompasses the enterprises that are wholly owned by SFA Holdings, which comprises The Strategic Financial Alliance, an Atlanta-based independent broker-dealer significantly owned by the independent…

The Strategic Financial Alliance Launches A New Master Brand

— SFA Partners Reflects Firm’s Commitment to Develop Additional Service Platforms that Promote Greater Choice and Independence in Financial Services Industry — ATLANTA, April 6, 2018 /PRNewswire/ — The Strategic Financial Alliance (‘SFA’ or ‘the firm’), a leading, privately owned independent broker-dealer and Registered Investment Adviser, today announced the launch of SFA Partners, a new master brand that…

THE STRATEGIC FINANCIAL ALLIANCE CELEBRATES CONTINUED SUCCESS OF INDEPENDENT ADVISORS AT THIRTEENTH NATIONAL CONFERENCE  

  ANNUAL EVENT PROVIDED LEARNING, TRAINING AND TEAM-BUILDING OPPORTUNITIES TO AFFILIATED ADVISORS FROM ACROSS THE COUNTRY AND PRODUCT SPONSOR PARTNERS   ATLANTA, GA – June 1, 2017 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Adviser, today announced the successful conclusion of its annual conference for affiliated advisors,…

THE STRATEGIC FINANCIAL ALLIANCE ELECTS NEW CHAIR, VICE CHAIR, AND MEMBERS TO ITS STRATEGIC ADVISORY COUNCIL

— Advisor Assaf Pinchas Elected as Strategic Advisory Council Chair; Brian Bennett Chosen as Vice Chair — ATLANTA, GA – December 22, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, today announced that Assaf Pinchas of Allegiance Financial Group, LLC, of Vienna, VA, has been elected…

THE STRATEGIC FINANCIAL ALLIANCE ELECTS NEW CHAIR, VICE CHAIR, AND MEMBERS TO ITS STRATEGIC ADVISORY COUNCIL

— Advisor Assaf Pinchas Elected as Strategic Advisory Council Chair; Brian Bennett Chosen as Vice Chair — ATLANTA, GA – December 22, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, today announced that Assaf Pinchas of Allegiance Financial Group, LLC, of Vienna, VA, has been elected…

THE STRATEGIC FINANCIAL ALLIANCE CONVENES SECOND ANNUAL DIAMOND CONFERENCE FOR TOP-LEVEL ADVISORS IN COSTA RICA

— Gathering Brings Together Outstanding Advisors to Network and Share Professional Insights at Exotic Leisure Location —   ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (SFA or “the firm”), an independent, privately owned provider of brokerage and custodial services and solutions to independent financial advisors nationwide, announced today that it successfully…

THE STRATEGIC FINANCIAL ALLIANCE HOLDS REGIONAL TRAINING SEMINARS TO PREPARE ADVISORS FOR IMPLEMENTATION OF DOL FIDUCIARY RULE

Three intensive regional sessions to offer information, tools, and strategies while providing forum for questions and sharing best practices ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (“SFA”), a leading, privately owned independent broker-dealer and Registered Investment Adviser (RIA), today announced that it has begun to convene three intensive, two-day regional seminars…

THE STRATEGIC FINANCIAL ALLIANCE CONVENES SECOND ANNUAL DIAMOND CONFERENCE FOR TOP-LEVEL ADVISORS IN COSTA RICA

— Gathering Brings Together Outstanding Advisors to Network and Share Professional Insights at Exotic Leisure Location —   ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (SFA or “the firm”), an independent, privately owned provider of brokerage and custodial services and solutions to independent financial advisors nationwide, announced today that it successfully…

The Strategic Financial Alliance Gains Two Firms

Two independent financial advisory firms have joined the broker-dealer and registered investment advisor platform of The Strategic Financial Alliance, a privately owned independent broker-dealer and RIA in Atlanta, SFA announced Thursday. Carnegie Wealth Management of Exton, Pa., and Carlyle Wealth Management of Atlanta bring $350 million in client brokerage and fee-based advisory assets to SFA.…