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Insights

Targeted Client Base SFG Wealth Planning exclusively serves senior executives from America's FORTUNE 500 companies, providing a niche market opportunity for financial service providers seeking high-net-worth, career-focused clients with complex compensation needs.

Strategic Acquisition Opportunity The recent acquisition by Savant Wealth Management suggests potential for collaboration or cross-selling services, especially for firms looking to expand their footprint within the senior executive financial planning sector.

Growth Potential With revenue estimates between 1 million and 10 million dollars and a specialized service offering, there is significant room for scalable growth by expanding client outreach and leveraging their expertise in stock-based compensation.

Digital Engagement Utilization of modern tech tools such as Amazon Web Services and marketing automation platforms indicates readiness for targeted digital marketing strategies to attract high-value executive clients.

Market Specialization Focusing exclusively on senior executives with complex financial matters differentiates SFG Wealth Planning in a competitive landscape, presenting an opportunity for tailored sales pitches to firms serving high-level client segments.

SFG Wealth Planning Tech Stack

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

  • Microsoft Clarity
    Analytics
  • Unbounce
    Editors
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • Apache
    Web Servers

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

Where is SFG Wealth Planning 's headquarters located?

Minus sign iconPlus sign iconSFG Wealth Planning 's main headquarters is located at 3655 Georgetown Crossing Suite 140 Doylestown, Pennsylvania 18902 United States. The company has employees across 1 continents, including North America.

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.

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 February 2026, SFG Wealth Planning has approximately 6 employees across 1 continents, including North America. Key team members include Co-Owner / Senior Vp / Lead Advisor (acquired By Savant In Nov '22): M. W.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?

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 Microsoft ClarityUnbounceModernizrjQuery MigrateOWL CarouselPHPCloudflare Bot ManagementApache.

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

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.

Section iconCompany Overview

Headquarters
3655 Georgetown Crossing Suite 140 Doylestown, Pennsylvania 18902 United States
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
    M. W.
    Co-Owner / Senior Vp / Lead Advisor (acquired By Savant In Nov '22)
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S. C. C. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. G.
    Vice President, CCO
    Phone icon
    Mobile Phone

Employee Directory

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