Our history

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2020

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

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2018

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

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2019

Sanford welcomed Liz Yunker to the team

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2017

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

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2019

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

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2016

Completed office renovation

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2015

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

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2011

Nick Bond joined the team

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2015

Honored by Financial Times as top 400 Financial Advisor

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2009

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

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2012

Sanford crossed $500 million in assets under management

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2006

Sanford crossed $100 million in assets under management

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2005

Sanford acquired Warren Fritz, a Raymond James Practice in Kalamazoo

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2000

Tami Leffingwell joined the practice

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2004

Sanford continued to grow as Brent Kerstetter joined the team

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2000

Todd Sanford founded Sanford Advisory in March

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2001

Scott Williams joined the team

For important Disclosures & Award Criteria, please see Disclosures