SIGMA FINANCIAL, INC.

Overview

Sigma Financial, Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning services to individual and family clients. The firm is structured as a corporation and is owned by an individual. Sigma Financial does not engage in capital allocation or pension consulting, and it does not have a multi-state advisory presence. The firm employs a fixed fee structure for its services, which allows clients to have clarity on their financial planning costs. While Sigma Financial is not an active ESG investor, it has a clear focus on traditional investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices