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You may not think about your investments 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 

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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.  

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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.