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Our Process

SRG Financial Advisors is a wealth advisory firm primarily for a select group of successful families, business owners, and top-of-their-field professionals who are nearing or are already enjoying retirement. Many of our Ideal Clients, among other things, aspire to a work-optional lifestyle.

We have developed and refined a proprietary process called The Mile Marker FORMula. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to your plan presently, but as your life unfolds and your needs evolve, The Mile Marker FORMula is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.

The Mile Marker FORMula focuses on the three “D”s:


Explore what’s important to you

  • What do you want to accomplish?
  • What is essential to you?

Learn about our capabilities and philosophy

Determine if we are a FIT


Understand your risk tolerance

  • How will we get you there?

Determine what services you need

  • What are the best fits for you?

Structure your plan


Implement your customized strategy

  • Financial and legacy planning

Review regularly

  • Ongoing continuous service

Adjust as your life unfolds and your needs evolve

  • Building a lasting relationship

The goal of The Mile Marker FORMula is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes without apprehension. There is no “one-size-fits-all” solution when it comes to planning for your future. And because we’re an independent firm, we’re under no obligation to sell proprietary products or services. That means we’re objective and selective, offering only those investment products and services we believe are best suited to help meet your financial goals.

Our Partners

A very important feature of The Mile Marker FORMula is partnering with like-minded strategic partners including:

  • CPAs
  • Estate Planning Attorneys
  • Elder Law Attorneys
  • Mortgage Brokers
  • Property and Casualty Brokers
  • Private Client Bankers
  • Residential Realtors
  • Commercial Bankers
  • Business Law Attorneys

We recognize that for a financial plan to be complete and sustainable it must also address issues around tax planning, risk and debt management, and estate and legal concerns. Our partners are a key part of the process and ultimately help our clients reach their full potential around financial independence.

Our Services

To meet the unique requirements of each client, The Mile Marker FORMula, our proprietary process, has over 100 services that we have assembled into our Seven Pillars of Financial Planning.

Wealth Management

Risk Management

Tax Planning

Legacy Planning

Cash Management


Value-Added Services

Ready to begin your journey?

Book an appointment now

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Want to learn more?

Download our Retirement Survival Guide

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