Daily Planner
Never miss a deadline or appointment. Organize your day with ease. Prioritize, schedule, and check off tasks to stay focused and productive.
- Smart Reminders & Notifications
- Simple & Intuitive Design
- Flexible for Any Workflow
Monthly Overview
Set it once and forget it. Automate repeating tasks and events to simplify long-term planning.
Break down your monthly goals into manageable steps and celebrate progress as you go.
Plan Better, Live Smarter
Take control of your schedule with powerful daily and monthly planning tools—designed to fit your life, not complicate it.
Forward-thinking IT company through innovation.
At Scaffold, we are more than just a technology solutions provider – we are architects of innovation, builders of digital experiences, and partners in your journey towards success.
We are committed to providing the best service possible.
"Scaffold completely changed the way we develop our websites."
John Jackson
CEO, Jaxxon Agency
Meet the Team: Driving Innovation with Passion and Expertise.
- Strong Collaboration & Communication
- Deep Technical Expertise
- Agile & Solution-Oriented Mindset
They brought in Clive Slovin and his nearly 20 years of experience in the independent broker-dealer world as a consultant to help them form their own broker-dealer. Arthur Goldsmith, who would go on to run operations, joined him when the company launched.
When SFA opened its doors it began attracting advisors from firms that had been absorbed into larger, less personal conglomerates. They sought a community of similar entrepreneurs who valued personalization and a spirit of true partnership with their BD/RIA relationship.
By 2006 SFA moved into its own offices in Atlanta and expanded the staff to better serve advisors and their clients.It weathered the 2008 financial crisis and kept growing, reaching $26 million in revenue by 2012 and paying its first stockholder dividend that same year.
In 2016, SFA launched Strategic Blueprint, a registered investment adviser built for advisors who wanted access to RIA-only custodians and a sophisticated technology infrastructure on which they could build their own unique service model.
A year later, SFA Partners was introduced as the umbrella brand for the growing family of companies.
Today, SFA Partners supports advisors across the United States. But the mission hasn't changed since day one, helping financial advisors build independent, thriving businesses so they can focus on what matters most: their clients.
Ready to Explore Affliation?
We partner with independent financial advisors who value autonomy and want support without sacrificing control. If that describes your practice, we'd welcome the opportunity to talk.
