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Insights

Niche Market Target senior executives from Fortune 500 companies who require expert, highly tailored financial and tax planning, presenting opportunities for premium planning services and ongoing advisory retainers.

Acquisition Opportunity Post-acquisition by Savant Wealth Management, there may be cross-sell potential to integrate SFG clients into broader wealth platforms, enabling scale and expanded service offerings.

High Touch Wealth Leverage the firm’s fee-only, boutique model focused on time-constrained decision makers to position premium, fiduciary-grade planning solutions that emphasize efficiency and wealth protection.

Stock-Based Expertise Capitalize on deep specialization in complex stock-based compensation to offer tailored executive equity planning, tax optimization, and compliance services to Fortune 500 executives.

Digital Enablement Utilize current tech stack and digital marketing tools to generate demand among target clientele through expert content, conversion-focused landing pages, and user behavior analytics for lead nurturing.

SFG Wealth Planning Tech Stack

SFG Wealth Planning uses 8 technology products and services including Linkedin Insight Tag, Cart Functionality, jQuery, and more. Explore SFG Wealth Planning 's tech stack below.

  • Linkedin Insight Tag
    Analytics
  • Cart Functionality
    E-commerce
  • jQuery
    Javascript Libraries
  • Pardot
    Marketing
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • reCAPTCHA
    Security
  • Cloudflare Bot Management
    Security
  • Gravity Forms
    Web Platform Extensions

SFG Wealth Planning 's Email Address Formats

SFG Wealth Planning uses at least 1 format(s):
SFG Wealth Planning Email FormatsExamplePercentage
First.Last@sfgadvisors.comJohn.Doe@sfgadvisors.com
67%
F.Last@sfgadvisors.comJ.Doe@sfgadvisors.com
33%

Frequently Asked Questions

What is SFG Wealth Planning 's phone number?

Minus sign iconPlus sign icon You can contact SFG Wealth Planning 's main corporate office by phone at
+1-215-345-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is SFG Wealth Planning 's official website and social media links?

Minus sign iconPlus sign iconSFG Wealth Planning 's official website is sfgadvisors.com and has social profiles on LinkedIn.

How much revenue does SFG Wealth Planning generate?

Minus sign iconPlus sign icon As of July 2026, SFG Wealth Planning 's annual revenue is estimated to be $1M - $10M.

What is SFG Wealth Planning 's SIC code NAICS code?

Minus sign iconPlus sign iconSFG Wealth Planning 's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does SFG Wealth Planning have currently?

Minus sign iconPlus sign iconAs of July 2026, SFG Wealth Planning has approximately 6 employees across 1 continents, including North America. Key team members include Owner: C. S. C. C. C.Associate: J. J.. Explore SFG Wealth Planning 's employee directory with LeadIQ.

What industry does SFG Wealth Planning belong to?

Minus sign iconPlus sign iconSFG Wealth Planning operates in the Financial Services industry.

What technology does SFG Wealth Planning use?

Minus sign iconPlus sign iconSFG Wealth Planning 's tech stack includes Linkedin Insight TagCart FunctionalityjQueryPardotSalesforce Marketing Cloud Account EngagementreCAPTCHACloudflare Bot ManagementGravity Forms.

What is SFG Wealth Planning 's email format?

Minus sign iconPlus sign iconSFG Wealth Planning 's email format typically follows the pattern of First.Last@sfgadvisors.com. Find more SFG Wealth Planning email formats with LeadIQ.

When was SFG Wealth Planning founded?

Minus sign iconPlus sign iconSFG Wealth Planning was founded in 1993.
SFG Wealth Planning logo

SFG Wealth Planning

Financial ServicesPennsylvania, United States2-10 Employees

SFG Wealth Planning is a financial services firm based in Doylestown, Pennsylvania, founded in 1993. The practice operates as a fee-only financial planning team that concentrates on senior executives, specifically serving decision makers who value time and seek assistance with financial and tax planning to protect and accelerate wealth while managing demanding careers. The firm specializes in complex stock-based compensation issues, and it restricts its client base to executives from America’s Fortune 500 companies, reflecting a focus on high-need, high-precision advisory work. In 2022, a development in the broader advisory landscape involved the acquisition of SFG Investment Advisors by Savant Wealth Management, indicating a consolidation trend among boutique firms serving executive clients. The organization is located in the Greater Philadelphia area and maintains a small to mid-sized operation.

Section iconCompany Overview

Phone number
+1-215-345-****
Website
sfgadvisors.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1993
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M - $10M

    SFG Wealth Planning 's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    SFG Wealth Planning 's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    C. S. C. C. C.
    Owner
    Mobile Phone
  • Stylized image of a person
    J. J.
    Associate
    Mobile Phone

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