A complete list of active advisors currently associated with Senior Financial Advisors, Inc.

Warmer can help you find a great advisor at Senior Financial Advisors, Inc. or one who fits your needs even better.

Senior Financial Advisors, Inc. provides written financial planning and retirement plan participant advisory services to individuals and institutional entities such as pension and profit‑sharing plans, trusts, estates and business clients. Financial planning engagements result in a written report with implementation left to the client unless a subsequent agreement is executed. The firm typically bills its planning work on an hourly basis and delivers detailed, non‑discretionary recommendations; it does not offer discretionary portfolio management and planning relationships generally end at plan delivery. For retirement plan participants who elect advisory services, SFAI offers a separate, tiered asset‑based program billed on a periodic basis. Compared with peers in the investment‑manager category, SFAI’s emphasis on hourly billing for core planning services is less common among firms that more often rely on percentage‑of‑assets fees; the firm also reported no assets under management and no clients as of March 11, 2025. Advisors are dually registered with a broker‑dealer and licensed to sell insurance (a potential conflict noted in the brochure), and the firm does not custody client assets or vote proxies on clients’ behalf.

To learn more about the advisors currently working at Senior Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.