SFM Financial Advisors LLC is a fiduciary investment management firm for those approaching, or in, retirement. We are registered in the state of WA.

We provide comprehensive planning and asset management for our investment clients. We focus on capital preservation (inflationary stable value) of near term assets (< 5 years), for cash flow, and risk adjusted growth of longer term assets (> 5 years).

Our asset management fee is inclusive of all planning and support services provided.  

Contact information:

 

SFM Financial Advisors LLC

10000 NE 7th Ave, Ste 330-I

Vancouver, WA 98685

 

Email: steven.fm@sfmfa.com | Ph: 360-573-0641

 

 

 

Investment Advisor Public Disclosure, reference.