Spectrum Financial Alliance
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Choosing An Advisor
About
  • About SFA
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Spectrum Financial Alliance
Home
Choosing An Advisor
About
  • About SFA
  • Meet Our Team
  • Services & Fees
Kelly's Blog
Media
Client Resources
Contact
Social Media Guidelines
More
  • Home
  • Choosing An Advisor
  • About
    • About SFA
    • Meet Our Team
    • Services & Fees
  • Kelly's Blog
  • Media
  • Client Resources
  • Contact
  • Social Media Guidelines
  • Home
  • Choosing An Advisor
  • About
    • About SFA
    • Meet Our Team
    • Services & Fees
  • Kelly's Blog
  • Media
  • Client Resources
  • Contact
  • Social Media Guidelines

At Spectrum Financial Alliance, we do things differently.

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.

Are you certain your retirement and financial planning strategies are optimized for your goals?

Receive a proven professional second opinion from a highly experienced Certified Financial Planner™ and proven wealth manager at NO COST TO YOU.

Call, or text, our office at 859-223-6333.

We look forward to knowing you!

Put us to work!

About SFA

Our Performance

Our Mission

At Spectrum Financial Alliance your financial future, peace of mind, and trust are paramount.

Find out more

Our Mission

Our Performance

Our Mission

Our allegiance is to our clients and we can state with pride that we always put our clients’ needs above all else.

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Our Performance

Our Performance

Our Performance

We are proud of our performance and, for that reason, we are transparent about it.

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Comprehensive Wealth Management and Financial Planning done differently.

What is a fiduciary?

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.

Why is this important?

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. 

Spectrum Financial Alliance – No Hidden Fees

No additional fees...seriously.

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.

Services & Fees

How should I choose a financial advisor?

Learn how here

Want to know how to get started? Learn about our no-obligation profile appointments!

If you'd like more information via email, let us know by clicking below.

We're happy to meet you wherever you are on your journey!

Tell me more!

Kelly's Blog

Contact Us

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.

Spectrum Financial Alliance Ltd, L.L.C.

105 Wind Haven Drive, Nicholasville, Kentucky 40356, United States

(859) 223-6333 sfa@spectrumalliance.com

Hours

Open today

08:00 am – 05:00 pm

Monday - Friday: 8AM to 5PM EST

Saturday - Sunday: By Appointment Only

Holiday Hours May Vary 

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Spectrum Financial Alliance Ltd., L.L.C.

105 Wind Haven Drive, Nicholasville, KY 40356

859-223-6333 | 1-800-799-5333

Copyright © 2024 Spectrum Financial Alliance Ltd., L.L.C. - All Rights Reserved.

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