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About Southern Financial Group
Southern Financial Group, LLC is a well-established independent wealth management firm dedicated to providing exceptional client service. They specialize in comprehensive financial services, including investment management, financial planning, and insurance solutions.
The firm follows a disciplined approach to crafting personalized financial plans, considering clients' financial situations, risk tolerance, and long-term goals. They emphasize the importance of diversified portfolios, leveraging both in-house and external research to design tailored investment strategies.
Southern Financial Group is staffed by experienced professionals, including Certified Financial Planners, Certified Public Accountants, and Personal Financial Specialists, who collaborate to help clients achieve their financial aspirations.
As an independent advisory firm, Southern Financial Group offers clients the freedom to choose from a range of comprehensive resources. They diligently monitor portfolios to ensure alignment with clients' objectives and risk profiles, making them a trusted partner in pursuing financial success.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Financial Planning
- Insurance Solutions
- Retirement Planning
- Tax Strategies
- Estate Planning
- Wealth Management
More about Southern Financial Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 142644 | 2 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Southern Financial Group.