Investment Advising & Tax Filing

Fiduciary asset management and tax support, focused on coordinating your finances with your life

Why SFM Financial Advisors?

CFP Certified

Putting clients interest first, adhering to the highest ethical standards, and staying current with changes that affect clients.


At SFM Financial Advisors LLC we only bill on a fee basis. We do not sell information, sell commission based services, or accept referral fees of any kind.


We strive to create ethical relationship of trust. This means acting in good faith and performing in a manner that reflects what we believe is in the best interest of the client.

Steven Fox-Middleton

Financial Planner

Your financial well-being is our purpose.  Let us help you achieve investment goals, plan for retirement, and meet your retirement cash flow needs.

Our Services

Financial Advisory Services

Tax Prep & E-Filing