SEFCU Wealth Management Services*

Advisors provide comprehensive financial planning and wealth management advice to help you pursue your financial goals - from paying for college to retirement planning. Our advisors understand that today's markets are more complicated than ever and it's increasingly difficult to plan for retirement or to find income in today's low yield environment. Our professional LPL Financial Advisors will work with you to develop a customized plan that takes into consideration your unique situation and long-term goals.

Contact us

Guided Wealth Portfolios

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

SEFCU Wealth Management Services Logo



Wealth Management Product Comparison View

Wealth Management

About the Team

Let us help.

More than five decades combined experience.



View Team

Investment Services

Complete Wealth Management

Hands-on approach

Comprehensive solutions

Digital Investment Platform

View Investment Services

WMS Blog


Investment Topics

Read about current trends

Learn about investment strategies


View blog

SEFCU provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit for more details information.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SEFCU and SEFCU Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SEFCU Wealth Management Services, and may also be employees of SEFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SEFCU or SEFCU Wealth Management Services. Securities and insurance offered through LPL or its affiliates are: 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Ready To Join? Let's Get Started

Open your new SEFCU account and start taking advantage of all the benefits of SEFCU membership.