Who We Are

Our purpose is to serve and deliver plus one.

Since 1995, Sutterfield Financial Group, Inc. has provided comprehensive investment services that help clients achieve their financial goals.

Our mission is to assist our clients in every aspect of their financial lives. We strive to provide the financial services to individuals, families, and businesses. Additionally, we serve as a professional magnet for advisors looking to create more sustainable, client-centric businesses. Our comprehensive financial planning and investment advisory firm has a wide-range of experience in all of the key financial practices.

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Our people are our biggest asset

Meet Trevor

"An absolute genius that can truly take comprehensive financial planning to the top level. Through his vision and creativity, he has built and amazing strategy that not only focuses on the financial solutions but on delivering complete peace of mind."

What We Do

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