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Our Company

SAS Financial Advisors is a boutique practice, with a focus on each household’s set of needs and goals. The SAS Advisor Team provides financial planning services and investment management.

Fee-only: What sets SAS apart from many firms is that we are fee-only. We do not earn commissions from insurance or investment products, nor do we accept any payments for the sale of products or payments from third-party vendors.

Fiduciaries: As fiduciaries, all of our advisors are required to act in your best interest. Therefore, our firm has no financial stake in any recommendations made to our clients.

Focus on Financial Planning: Financial success comes not just from a carefully constructed investment portfolio tailored to your risk tolerance and goals. Of equal or more importance is your total financial picture. This includes an emphasis on the financial planning process to help you make better decisions in your personal financial life to help you achieve your life goals

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