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Women’s Educational Seminars
Published: September 2, 2016

August 18 and August 25 – Haleh Moddasser of our Chapel Hill office, in partnership with Jennifer Dalman of Walker Lambe (Walker Lambe Rhudy Costley & Gill, PLLC) presented The Women’s Asset Protection & Estate Planning Survival Kit.  The program focused on the unique planning needs of suddenly single women, either through death or divorce.

September 15 (11:30 AM and 5:30 PM) at the Proximity Hotel – Sherry McKinney of our Greensboro office, in partnership with Jennifer Koenig of Schell Bray PLLC, present: What if You Could Rewrite Tomorrow’s History Now?  This estate and financial planning seminar is designed to assist women with estate, legal and financial planning needs.

Recent Awards
Published: September 2, 2016

FT Top 300 – For the third consecutive year, we have been named on The Financial Times’ FT 300 list. The list recognizes the top 300 independent Registered Investment Advisers (RIAs) in the U.S. (Read More)

INC. 5000 – For the second consecutive year, we have been designated as one of’s 5,000 fastest growing private companies in America. (Read More

Fast 50 – The Triad Business Journal has identified SFG as one of the 50 fastest growing firms in the area for 2016.

Most-Admired CEO – Dennis Stearns was honored as one of the Triad’s most-admired CEOs by the Triad Business Journal in its debut of this category in 2016. (Read More)