Envision a greater relationship.
At Sanderson, what’s important isn’t just what we do—it’s also how we do it. Our philosophy is one that puts the needs of our clients first, without exception, and is based on the belief that trust is earned, not assumed. We take great satisfaction—personal and professional—when our clients succeed.
For us, integrity is just as important as the bottom line. By being resolute in how we conduct business, we are able to view each new client as the start of a long-term partnership.
OUR MISSION.
Serving as your Family CFO, we help you live your best life today while working toward long-term fulfillment and multi-generational wealth goals.
OUR VALUES.
Uncompromising stewardship.
As fiduciary advisers, Sanderson always puts your best interests first—without question or hesitation.
Our team works tirelessly to earn and maintain your trust. We facilitate honest conversations and guide you through life’s challenges. And we’re fully transparent in everything we do, from the recommendation we make to how we’re compensated.
Steadfast
attention.
Through all stages of your finances, our team is here to be your sounding board and trusted confidant.
You’ll have a team of professionals working on the various facets of your wealth. When you have a question or concern, you can count on your lead adviser to be readily available and responsive in your preferred communication method.
We also want you to be educated and empowered in your wealth decisions. Our clients appreciate a wide range of insightful resources and reporting that’s informative and easy to understand.
Relentless
progress.
Continuous improvement is deeply ingrained in our firm. We’re always seeking better—for our clients and team.
Sanderson invests in technology to make client relationships more convenient and help you better understand your financial future.
Our team is intellectually curious, pursuing advanced education and participating in industry events. By staying on top of best practices and upcoming trends, we can provide you with proactive recommendations and novel opportunities.
Teamwork
works.
At Sanderson, individual expertise and efforts are aimed at a common goal.
Our multi-generational team offers the ideal balance of youth and experience. By fostering a collaborative environment between financial disciplines, we learn from each other and develop cohesive wealth management strategies.
The firm also invests in professional development, leading to long-tenured employees and consistent client relationships.
Create a
community
effect.
We’re motivated to do meaningful work that uplifts our clients and community.
Our team embraces your hopes and aspirations as our own. Taking a long-term view, we help you achieve your goals today, transfer your wealth and values to future generations, and support the causes important to you.
The firm also encourages our team members to share their time and expertise with community and professional organizations.
Overdeliver
every detail.
We take pride in delivering the Sanderson experience. That starts by listening intently to our clients.
For us, personal touches are powerful. Our philosophy is always to do what’s right, not necessarily what might be easiest.
On a professional level, we resolve to hold ourselves above industry standards—from our credentials to how we proactively manage portfolios.