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Who We Serve

SRG Financial Advisors specializes in pursuing the needs of successful families, business owners, and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure their investment legacy.

After years of serving our clients, we have learned many things, and several things have become clear.

Perhaps our most important revelation is that we cannot be all things to all people and deliver the level of service and commitment that our Ideal Clients deserve. So, in addition to having developed and refined our proprietary process, The Mile Marker FORMula, we have become aware of the clients we are most suited to partner with and serve.

As their Financial Advisor, we believe that their goals of achieving financial independence must be at the core of our philosophy and planning strategy. The relationships we are most philosophically aligned with are not defined by money or investments, but rather attitudinal qualities of people most like ourselves.

Our Ideal Clients

Client Centered
  • Value relationships based upon mutual trust in and service to one another
  • Respect others' feelings, and are compassionate in what they do and desire
  • Have confidence in someone other than themselves to handle their wealth management needs
  • Are friendly, relatable people who appreciate our team and our expertise
  • Approach life and work with a positive outlook and the drive to succeed
  • Are open and honest, and are willing to communicate proactively
  • Take a disciplined approach to preparing now to achieve long-term results
  • Are enlightened about their own paths to financial independence, listening and remaining open to ideas and experience
  • Maintain a sense of purpose in their lives

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