What is SFG Wealth Planning 's NAICS code?

SFG Wealth Planning 's NAICS code is 52 (Finance and Insurance).

Insights

Niche Focus Target senior executives from Fortune 500 companies who require specialized stock-based compensation expertise and wealth planning, presenting a strategic fit for high-value, fee-based planning services.

Acquisition Signal Note that SFG Wealth Planning was acquired by Savant Wealth Management in 2022, suggesting a potential for post-acquisition integration opportunities, partnership paths, or cross-sell of services within a larger advisory ecosystem.

Tech Leverage Leverage their existing tech stack (AWS, Microsoft Advertising, The Trade Desk, Pardot, WordPress) to propose digital onboarding, scalable client experiences, and targeted marketing collaborations that align with their growth and efficiency goals.

Revenue Potential With revenue in the one-to-ten million range and a highly specialized client base, there is potential to offer premium, configurable wealth planning solutions, tax optimization strategies, and executive compensation advisory upgrades.

Growth Readiness Small team size (2-10 employees) indicates a lean operation with room for scalable services, including outsourced CIO services, strategic planning sprints, and scalable compliance support to drive broader client coverage without proportionate headcount growth.

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SFG Wealth Planning Tech Stack

SFG Wealth Planning uses 8 technology products and services including Microsoft Advertising, The Trade Desk, Microsoft Clarity, and more. Explore SFG Wealth Planning 's tech stack below.

Microsoft Advertising
Advertising
The Trade Desk
Advertising
Microsoft Clarity
Analytics
Amazon Web Services
Cloud Hosting
Joomla
Content Management System
WordPress
Content Management System
Pardot
Marketing
Wistia
Online Video Platforms

Media & News

Savant Wealth acquires SFG Wealth Planning Services, inc..
Savant Wealth Management has acquired SFG Investment Advisors, a boutique RIA firm specializing in working with senior-level executives at publicly traded companies.
Oct 31, 2022 | savantwealth.com

SFG Wealth Planning 's Email Address Formats

SFG Wealth Planning uses at least 2 email formats:

SFG Wealth Planning Email Formats	Example	Percentage
First.Last@sfgadvisors.com	John.Doe@sfgadvisors.com	67%
F.Last@sfgadvisors.com	J.Doe@sfgadvisors.com	33%

Frequently Asked Questions

What is SFG Wealth Planning 's phone number?

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?

SFG Wealth Planning 's official website is sfgadvisors.com and has social profiles on LinkedIn.

How much revenue does SFG Wealth Planning generate?

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

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

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

How many employees does SFG Wealth Planning have currently?

As 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. and Associate: J. J. Explore SFG Wealth Planning 's employee directory with LeadIQ.

What industry does SFG Wealth Planning belong to?

SFG Wealth Planning operates in the Financial Services industry.

What technology does SFG Wealth Planning use?

SFG Wealth Planning 's tech stack includes Microsoft Advertising, The Trade Desk, Microsoft Clarity, Amazon Web Services, Joomla, WordPress, Pardot and Wistia.

What is SFG Wealth Planning 's email format?

SFG 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?

SFG Wealth Planning was founded in 1993.

SFG Wealth Planning

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

SFG Wealth Planning 's official website is sfgadvisors.com. SFG Wealth Planning has social profiles on LinkedIn.

Q: How many employees does SFG Wealth Planning have currently?

SFG Wealth Planning has approximately 6 employees.

Q: What technology does SFG Wealth Planning use?

SFG Wealth Planning 's tech stack includes Priority Hints, UIKit, Amazon Web Services, Wistia, Nextdoor Ads.

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.