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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2001
- Office Locations
- 1
Office Locations
About Strategic Financial Alliance, LLC
Strategic Financial Alliance (SFA) is an independent, fee-only fiduciary advisory firm in Poland, Maine serving clients across New England. Led by founder Michael Sly, the firm provides comprehensive financial planning, investment advisory/portfolio management, and tax planning/compliance. Client focus includes business owners, families saving for college, retirees, and those navigating major life changes. Portfolios emphasize asset allocation using ETFs and investment-grade bonds, with custody at Fidelity/NFS.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL ERIC SLY
Managing Member, Principal
- CRD
- #3233769
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,800,000 | -- |
| Non-Discretionary | $7,900,000 | -- |
| Total | $39,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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