Our name is our purpose and mission. SDA stands for what we do best: Simplify, Design, and Advocate. It’s not only a reflection of our expertise but an acronym that combines the first initials of our founder, Scott Coopersmith, and his kids, Daniel and Alexa. This connection is what made it the perfect name for us.
Putting you first isn’t just a guiding principle; it’s our second nature.
Our success is determined by the positive impact we create in our clients’ lives and communities.
We don’t know any other way. Every decision you make is unique to your life; we ensure our guidance aligns with that.
You'll get a complete and clear understanding of your situation and options to confidently make informed decisions.
While we haven’t lived everyone’s experience, we can relate. We recognize life’s complexities and care about how they affect you.
Sharing knowledge and personal experiences empowers. This strength is the ultimate reward for taking steps forward.
Our clients aren't just clients.
Let’s get to know each other.
American Cancer Society
Breast Cancer Research Foundation
The Michael J. Fox Foundation
Ask us why these causes are important to us!
Our partnership with Commonwealth enhances the value we deliver to your financial journey. It's a perfect synergy where you experience the personalized attention of concierge-style support and the comprehensive resources, expertise, and teamwork of the nation's foremost independent RIA broker/dealer. Our independence ensures we can consistently prioritize your best interests, free from external quotas or incentives. It's all about creating the right team dedicated to your financial success.
Get the right team in your corner so you can thrive in them.