ATLANTA, Sept. 8, 2016 /PRNewswire/ -- The Strategic Financial Alliance ("SFA"), a leading, privately owned independent broker-dealer and Registered Investment Adviser (RIA), today announced that Carnegie Wealth Management ("Carnegie") of Exton, Pennsylvania, and Carlyle Wealth Management ("Carlyle") of Atlanta, Georgia, have transitioned to SFA's broker-dealer and RIA platforms. Together, the two independent financial advisory firms bring a total of $350 million in client brokerage and fee-based advisory assets to SFA.
Clive Slovin, CEO of The Strategic Financial Alliance, said, "We are delighted to welcome both Carnegie Wealth Management and Carlyle Wealth Management to the SFA community, and look forward to providing them with the personalized services and innovative, open-architecture investments that will help them grow their businesses and fulfill their clients' long-term financial goals."
Located outside Philadelphia, Carnegie Wealth Management provides professional investment consulting services to retirement plan administrators, foundations, corporations and high net worth individuals and families nationwide. Founded in 1985 by its Chairman, Roy A. Johnston, Carnegie today is run by Mr. Johnston and his business partner, Matthew D. Kelly, CEO, who are assisted by three additional support staff members.
Mr. Johnston said, "We're enthusiastic about our transition to SFA, with its boutique culture, careful due diligence of investment products, and unique, advisor-owned community. Many of our clients have already expressed to us their keen interest in some of the carefully targeted solutions that we will now be able to bring to their diversified investment portfolios."
Carlyle Wealth Management, with offices in both Atlanta and Albany, Georgia, is an independent, full-service financial planning and advisory firm with a client base extending throughout the United States. Carlyle's holistic, highly customized services include retirement planning, investment planning and insurance solutions for high net worth investors, retirees, and their families. Founded in 1988 by co-chief executive Sharon Budnik, who now manages the firm with co-chief executive Alan Anderson, Carlyle has a total of four financial advisors and two professional support staff.
Ms. Budnik said, "I have known Clive Slovin for over 20 years and he has proven to be a man of the highest integrity, knowledge and vision for our industry. With an 'open door' philosophy, Clive and his group of top executives maintain a strong commitment to serving advisors and their clients with outstanding compliance and research, while remaining flexible and innovative in providing solutions for reaching clients' goals. SFA's team approach with its advisors, and its willingness to discuss complex situations in an effort to find well-conceived opportunities for their clients, has been instrumental in motivating us to transition to SFA."
About The Strategic Financial Alliance
The Strategic Financial Alliance is a privately owned independent broker-dealer and Registered Investment Adviser focused on delivering support that goes above and beyond the norm within the independent financial advice industry. Based in Atlanta, GA, the firm is an empowering partner to independent fee- and commission-based financial advisors across the country, acting as a powerful and expert platform in helping them grow their practices and build more efficient, better run businesses. For more information, please visit www.thesfa.net.
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SOURCE SFA Holdings, Inc.