Our Financial Strength

The Strategic Financial Alliance (SFA) is a home for independent financial advisors who place the needs of their clients first.

Comprised of a Broker-Dealer, Registered Investment Advisor and Insurance Agency, SFA’s innovative business platform enables LFA to offer each client a comprehensive planning approach to their entire wealth management lives.

Our trades are executed through Pershing LLC, an affiliate of the Bank of New York Mellon and a world leader in clearing services with over 70 years of experience in supporting financial organizations around the globe. Pershing has more than $700 billion in assets held in custody. It also operates approximately 20 offices worldwide and is a member of more than 60 exchanges.

Licensed in all 50 states, SFA is committed to the highest levels of regulatory compliance and combines innovation, leadership and best practices to provide enhanced value throughout our advisor network.

Ideally structured to provide support, guidance and flexibility where it is needed most, SFA continues to evolve and expand its strategic, open, and professional business development platform – all with a focus on helping advisors serve their clients in the most effective ways possible.