Our history
2020
Transitioned our practice to a Registered Investment Adviser & became Sanford Advisory
2018
Honored by Barron's on the Top 1,200 Advisors List
2019
Sanford welcomed Liz Yunker to the team
2017
Honored by Forbes on the Best-in-State Wealth Advisor's List
2019
Honored by Barron's on the Top 1,200 Advisors List
2016
Completed office renovation
2015
Collected & donated over 96,000 food items to celebrate Sanford's 15th year in business
2011
Nick Bond joined the team
2015
Honored by Financial Times as top 400 Financial Advisor
2009
Sanford acquired Sledrunner Financial Services & brought on Tom Gaunlett's staff
2012
Sanford crossed $500 million in assets under management
2006
Sanford crossed $100 million in assets under management
2005
Sanford acquired Warren Fritz, a Raymond James Practice in Kalamazoo
2000
Tami Leffingwell joined the practice
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2004
Sanford continued to grow as Brent Kerstetter joined the team
2000
Todd Sanford founded Sanford Advisory in March
2001
Scott Williams joined the team