SFI Advisors

SFI Advisors

Founded in 1968 as a registered investment advisor, SFI Advisors delivers personalized investment advisory and financial planning to individuals, families, and corporations. Its Montclair, New Jersey office anchors a multi-state presence that includes a Duluth, Georgia location. Primary services encompass portfolio management, financial planning, and insurance strategies for both personal and corporate clients. The firm structures its advisory approach around tailored mandates rather than standardized product allocation. For individual and family clients, services include retirement planning, investment management, and insurance guidance. For corporate clients, SFI provides employee benefits consulting, executive compensation planning, retirement plan management, and business succession services. Confirmed geographic coverage spans the New Jersey and Georgia markets, with service capabilities extending to corporations and other business organizations. Contact identification remains limited to a single principal named John, reachable at the firm’s Montclair and Duluth offices. The firm has not published an updated professional headcount, current assets under advisement, or recent investment deployment figures. No adjacent philanthropic foundations, club memberships, or alternative investment vehicles have been identified. SFI Advisors operates as an enduring independent RIA with a multi-decade service history — a structural posture distinct from institutionally affiliated wealth management platforms. The firm’s longevity without visible succession disclosure represents its most notable governance characteristic.