You may not think about your finances every day,
but we do.
Financial Planning
We work alongside you and your family to plan for life: income & investment management, estate, and tax planning
Corporate Plans
Businesses and Institutions rely on our team of specialists to advise on endowments, 401k, 403b, 457b, SIMPLE IRA & SEP IRA
Client Resources
Understanding your current financial situation & goals allows us to create the most actionable financial plan for you
About Us
OVER 200 YEARS OF EXPERIENCE
Sanford has built a team of dedicated, well-rounded individuals who each serve a critical role in the success of our clients. Our team varies in specialty and experience, which fosters a holistic approach in managing our clients' finances, including 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. Our goal is to have this supportive family environment translate to our client relationships.
Our Promise
Here at Sanford, we pride ourselves on doing life with our clients, and doing right by them. It is not only our fiduciary responsibility, but it is our pleasure to act with our clients and their families best interests at heart.
Striving to create lifelong client relationships, our founding principles have always been honesty, integrity, and empathy. Providing unmatched client service is fundamental in maintaining these strong relationships, and we are honored by your trust and confidence in our team.
"Whereas the finance side of what we do is important, we are really managing people and behavior. Admittedly, much of what we do is cheering people on, supporting them through life's challenges, providing a team of people who can efficiently do problem-solving for them, and helping them weigh different financial decisions along the way,"
-Scott Williams, Partner