We are a 100% fiduciary, concentration-focused, total-return wealth management company. Excellent money management is our passion, and we are very serious about our clients' results. If you're ready to contact us, use the section below to reach out! Or you can check out our website to learn about our management philosophy and "golden-rule" commitment to our client family.
At Spectrum Financial Alliance your financial future, peace of mind, and trust are paramount.
Our allegiance is to our clients and we can state with pride that we always put our clients’ needs above all else.
We are proud of our performance and, for that reason, we are transparent about it.
A fiduciary has a legal duty to act in your best interest. Just like doctors also have a fiduciary duty to their patients.
Rather than operating out of self-interest (such as recommending insurance policies or investments in pursuit of fees and commissions for themselves), a fiduciary advisor is obligated by law to make recommendations that benefit you.
Not all financial advisors are fiduciaries. SFA is a true fiduciary firm. As a Registered Investment Advisor (RIA), we have a fiduciary duty, which means we are legally required to always put our client’s interests above our own.
Because our clients' financial planning
outcomes are the center of our
firm, all of our financial planning
services are available to our clients at
no additional cost!
Learn about our transparent pricing structure and client perks by exploring our services and fees.
Want to know how to get started? Learn about our no-obligation profile appointments!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
105 Wind Haven Drive, Nicholasville, Kentucky 40356, United States
08:00 am – 05:00 pm
Monday - Friday: 8AM to 5PM EST
Saturday - Sunday: By Appointment Only
Holiday Hours May Vary