SFM Asset Management Group LLC - Storm F McNeil, CFP A Wealth Advisory Company

Storm F. McNeil CFP®
SFM Asset Management Group LLC
A Wealth Advisory Company
Associated with Capital Financial Services.

• 9 years in the United States Marine Corps
• 10 years in the Financial Services Industry
• Founder and President of SFM Asset Management Group, LLC est. 2006
• Certified Financial Planner™ practitioner, Investment Adviser Representative,
Licensed Life & Disability Insurance Agent
• Volunteer for Make-A-Wish, Habitat for Humanity, and Breast Cancer 3-Day

My Philosophy and the tenets that guide me:
• Building one’s wealth begins with a sound financial plan and a well-diversified portfolio
• Protecting one’s wealth must include appropriate risk management solutions
• Spending one’s wealth means having a responsible, tax-efficient and charitable strategy
• Passing on one’s wealth is an inconvenient truth that must be addressed

My Mindset:
I am an advocate for the people with whom I have chose to engage. As a CFP®, I expect my clients to hold me to a higher standard as I have accepted a fiduciary responsibility to always place their interests ahead of my own. I am honest, knowledgeable, polite, and reliable. I listen to my clients in order to provide them with accurate and trustworthy information. I enable my clients to make informed decisions, utilizing me as a resource whenever necessary.

Storm F. McNeil, CFP®
SFM Asset Management Group LLC
23105 Lower Dorre Don Way SE, Maple Valley, WA 98038
425-433-6067

Securities & investment advice offered through Capital Financial Services Inc.
Member FNRA/SIPC & registered Investment Adviser. Capital Financial Services Inc. & SFM Asset Management Group LLC are unaffiliated companies.

CERTIFIED FINANCIAL PLANNER™ and CFP®, Certified Financial Planner Board of Standards owns these certification marks in the U.S. which it awards to individuals who successfully complete CFP Board's initial and on-going certification requirements.

Staff Profiles

Storm McNeil
CFP