Insights

Niche Client Focus SFG Wealth Planning specializes exclusively in serving senior executives from Fortune 500 companies, presenting an opportunity to tailor advanced financial products and services that address complex stock compensation and tax planning needs.

Recent Acquisition The company's recent acquisition by Savant Wealth Management indicates potential for expanded service offerings and increased client base, making it a strategic partner for financial technology solutions and wealth management platforms.

Growth Potential With an annual revenue estimate between 1 million and 10 million, there is significant room for growth and upselling financial planning, investment strategies, and technology integrations to expand client value.

Tech-Driven Services Utilizing modern technology such as AWS, Pardot, and Cloudflare, SFG Wealth Planning emphasizes a digital approach, presenting sales opportunities for innovative security, client engagement tools, and cloud-based financial management solutions.

Market Niche Opportunities Focusing on high-net-worth senior executives creates potential for premium service offerings, including estate planning, tax optimization, and personalized wealth advisory services tailored to their complex financial situations.

Similar companies to SFG Wealth Planning

SFG Wealth Planning Tech Stack

SFG Wealth Planning uses 8 technology products and services including Microsoft Clarity, Amazon Web Services, Unbounce, and more. Explore SFG Wealth Planning 's tech stack below.

Microsoft Clarity
Analytics
Amazon Web Services
Cloud Hosting
Unbounce
Editors
Modernizr
Javascript Libraries
Pardot
Marketing
PHP
Programming Languages
Cloudflare Bot Management
Security
Apache HTTP Server
Web Servers

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 1 format(s):

SFG Wealth Planning Email Formats	Example	Percentage
First.Last@sfgadvisors.com	John.Doe@sfgadvisors.com	33%
F.Last@sfgadvisors.com	J.Doe@sfgadvisors.com	17%
First.Last@sfgadvisors.com	John.Doe@sfgadvisors.com	33%
F.Last@sfgadvisors.com	J.Doe@sfgadvisors.com	17%

Frequently Asked Questions

Where is SFG Wealth Planning 's headquarters located?

SFG Wealth Planning 's main headquarters is located at 3655 Georgetown Crossing, Suite 140. The company has employees across 1 continents, including North America.

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.

What is SFG Wealth Planning 's NAICS code?

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

How many employees does SFG Wealth Planning have currently?

As of December 2025, SFG Wealth Planning has approximately 6 employees across 1 continents, including North America. Key team members include Owner: C. S. C. C. C.Vice President, CCO: K. G.. 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 ClarityAmazon Web ServicesUnbounceModernizrPardotPHPCloudflare Bot ManagementApache HTTP Server.

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 Microsoft Advertising, jQuery Migrate, jQuery, Font Awesome, LiveIntent.

Financial ServicesPennsylvania, United States2-10 Employees

Founded in 1993, we are a fee-only financial planning team dedicated to senior executives only. Our clients are decision makers whose time is their most valuable asset. They are looking to delegate aspects of their financial and tax planning activities to accelerate and protect their wealth, while they manage their careers.

All of our clients have complex stock-based compensation issues that require a high degree of specialized expertise. That’s why we only accept executives from America’s FORTUNE 500 companies.