5 /5 D B: My wife and I rolled over all of our old 401K plans, our brokerage account, and other assets over to the folks at SFM back in 2024. We shouldve done it way earlier. The entire team is fantastic. There are plenty of offices that say theyre fiduciaries, but SFM does it better than anyone. They do more than portfolio management. Theyve put together a financial plan for our family, helped limit our tax liability, helped with estate planning, and insurance needs.
Theyve got plenty of experience, but theyre also younger and not knocking on the door of retirement like so many advisors so it feels like the relationship will only grow from here and be long term.
Their communication is fantastic, but especially when the market had some volatility in April around tariffs. They were awesome. They dont run from communication. We couldnt be happier.