SG Long Financial is a research-based boutique investment firm that was founded in 1986. We pride ourselves on offering our clients a relationship with their advisors that is built on trust. We work individually with each of our clients to put their interests first as we help them build a legacy for their family, their organization, and their community.
As an employee-owned firm, we can structure our products to meet our clients needs. This also means that our services can come with greater flexibility on your behalf. Additionally, our employees have a personal investment in strengthening our local communities.
Our Mission
What Matters Most To You, Matters Most To Us
Our mission is to provide wealth management services to businesses and individuals through a wide variety of investment solutions guided by our in-house research. We strive to provide transparency and reliability with our advice, and work hard to facilitate a relationship with you that inspires confidence and trust.