You may not think about your Investments every day,

but we do.

Personal Financial Planning

We work with individuals and families on financial planning, investment management, estate, and tax planning for families.  

Business Retirement Plans

Businesses and institutions rely on our team of specialists working with retirement plans (401k, 403b, 457b, SIMPLE IRA, and SEP IRA).

At Sanford Advisory, we are passionate about building and maintaining quality, long-term relationships with each of our clients.

THE FIRM

Sanford Advisory has built a team of individuals who each serve a critical role in the success of our clients and business. Each of us brings varying specialties and experience to the practice which allows us to deliver a holistic approach to managing our clients' finances.  Our focuses are family financial planning, corporate employee benefits, and asset management.  As with any team, each person brings a unique skill set, perspective, and personality to the table. Just like our families at Thanksgiving dinner, we may not all agree on politics, but at the end of the day we love working with each other and things just aren’t the same when one of our teammates is missing.  Our goal is to have this supportive family environment translate to our client relationships.  

CONTACT US

Monday - Friday   

8:30am to 5:00pm

© 2020 by Sanford Advisory