Skip to main content
menu

Account View

  • Home
  • About
    • SFG Wealth Management
    • Management Team
    • Support Team
    • About LPL Financial
    • Our Services
    • Security
    • Our Philosophy
    • SFG Documents
  • Our Advisors
    • Larry Leitch & Bill Swartz
    • Greg Vermeulen & Tim Carne
    • The Ariosa Team
    • Michael Crabb
    • Eric Hart
    • Jud Sokol
    • George Van Dyke
    • Hilary G. Platt
  • Resources
    • Blog
    • LPL Research reports
    • Financial Calculators
    • Useful Links
  • Contact
  • Group of senior retirement meet up happiness concept

    SFG Wealth Management welcomes Perpetual Wealth!

  • Happy family

    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

SFG Documents

Wealth Management Forms

pdf icon Form ADV Part 2A - Firm Brochure

pdf icon Form ADV Part 2A App 1 – Wrap Fee Brochure

pdf icon Form CRS – SFG – ADV3 2024

pdf icon Privacy Policy

Contact Info

E | sfgadmin@sfgwm.com
P | 410-825-3200
F | 800-481-2395

Locations

1104 Kenilworth Drive, Suite 500
Towson, MD 21204

8530 Veterans Hwy
Millersville, MD 21108

543 Riverside Drive, Suite B
Salisbury MD 21801

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through SFG Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MD, MI, NC, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, WI, WV Privacy

LPL Financial Form CRS

© 2024 SFG Wealth Management All rights reserved.