Trust, Respect, Integrity
You can trust Southern Financial Group, LLC to always be there when you need us, answering your questions and working with you in pursuit of your goals. Since service is our main focus, you can count on us to:
A Disciplined Approach To Guide Your Way
As a client of Southern Financial Group, LLC, you will be guided through a disciplined discovery and planning process, which includes:
Helping You Achieve Your Goals
Every successful investment strategy depends on three things: goals, time horizon and tolerance for risk. You need an investment advisor who will take the time to understand what each of these criteria means to you, and then work with you to design an investment strategy as unique as you are.
Our clients depend on Southern Financial Group, LLC to provide cutting-edge financial planning and investment management solutions to help them achieve their individual goals through a variety of markets. As an independent advisory firm, we combine small company amenities, such as personalized service and truly customized investment portfolios, with the experience and resources you would expect from a national firm.
Our staff of professionals that include Certified Financial Planners™, Certified Public Accountants, and Personal Financial Specialists, will dedicate our extensive financial services experience to helping make your dreams a reality.
Independence Is Its Own Reward
As an independent wealth management firm with extensive resources, comprehensive services, and investment strategies, we can keep you moving forward through every stage of your wealth management game plan.
How We Put Your Game Plan Into Action
Once we have a clear picture of where you are going, we draw the roadmap to help you get there by: