2020

Transitioned our practice to a Registered Investment Adviser & became Sanford Advisory

2018

Honored by Barron's on the Top 1,200 Advisors List

2019

Sanford welcomed Liz Yunker to the team

2017

Honored by Forbes on the Best-in-State Wealth Advisor's List

2019

Honored by Barron's on the Top 1,200 Advisors List

2016

Completed office renovation

2015

Collected & donated over 96,000 food items to celebrate Sanford's 15th year in business

2011

Nick Bond joined the team

2015

Honored by Financial Times as top 400 Financial Advisor

2009

Sanford acquired Sledrunner Financial Services & brought on Tom Gaunlett's staff

2012

Sanford crossed $500 million in assets under management

2006

Sanford crossed $100 million in assets under management

2005

Sanford acquired Warren Fritz, a Raymond James Practice in Kalamazoo

2000

Tami Leffingwell joined the practice

2004

Sanford continued to grow as Brent Kerstetter joined the team

2000

Todd Sanford founded Sanford Advisory in March

2001

Scott Williams joined the team