About SAS Financial Advisors
Personalized Financial Planning for Every Stage Of Life
SAS Financial Advisors, we are a boutique practice, a fee-only financial planning and investment management firm
committed to helping individuals, families, and professionals, make confident, informed decisions about their
financial future
We believe that everyone deserves access to objective, thoughtful guidance—whether you're just starting out,
preparing for retirement or navigating key financial decisions.
A Planning-First Approach
Financial success goes beyond investments. While your portfolio is important, we focus on your entire financial
picture — from budgeting and debt management to tax strategies and long-term goals. We help clients align their money with their
values and priorities.
What Sets Us Apart
Fee-only Advisors: No commissions or third-party incentives — just unbiased advice.
Fiduciary Commitment: We are legally and ethically obligated to act in your best interest.
Personalized Planning: Our collaborative process is tailored to your unique needs.
Comprehensive Services: From retirement and investment planning to tax-smart strategies and education
funding.
