SFA Partners
Matthew Mayer is an experienced finance and project management professional with a diverse background in due diligence, program management, and financial analysis. Current role as VP of Due Diligence at SFA Partners began in July 2022, following a progression of due diligence analyst positions at Berthel Fisher & Company and MAM Properties, where Matthew served as CEO and Managing Member. Matthew has managed impactful programs, such as the Cultivate Hope initiative at Matthew 25 Ministry Hub, overseeing its growth into a $100K annual program. Additional experience includes roles at Transamerica Realty Advisors and Sprint Corporation, focusing on mortgage loan analysis and project management. Matthew holds a Bachelor of Arts degree in Finance from Northwest Missouri State University.
This person is not in any offices
SFA Partners
SFA Partners provides shared services to a family of companies – The Strategic Financial Alliance (SFA), Strategic Blueprint and SFA Insurance Services – with a shared passion for helping independent advisors succeed. We are a full-service partner, regardless of your business model or affiliation preferences. And we’re here to empower independent financial advisors with the supportive environment, tools and expertise they need, with no cookie-cutter solutions. And, as a member of our SFA Partners advisor community, you’ll never feel alone. Strategic Blueprint, our corporate RIA, serves the independent financial advisor who wants to run a primarily fee- and planning-based business on their terms, but who also wants a frictionless, turnkey service experience. Strategic Blueprint advisors retain their brand, their data and their equity. And for those who want to maintain registration with a broker-dealer for commission-based services, there is an opportunity to affiliate with sister-firm, SFA. Both leverage SFA Partners’ due diligence expertise resulting in a varied and deep platform of investment solutions, including a wide array of alternative investments to help advisors creatively guide their clients in achieving their financial objectives. For more information on Strategic Blueprint, please visit our website https://www.strategicblueprint.net/ or contact us at info@strategicblueprint.net or (678) 954-4000. And for more information The Strategic Financial Alliance (SFA) or SFA Insurance Services, please visit our website https://www.thesfa.net/ or contact us at joinus@thesfa.net or (678) 954-4000.