Sierra Ridge Advisor Group (SRAG) is proud to announce a strategic partnership with Elmbrook Financial, further strengthening the firm’s growing presence throughout the Midwest and continuing its national expansion strategy.
Based in Elm Grove, Wisconsin, Elmbrook Financial joins Sierra Ridge Advisor Group to leverage the firm’s operational infrastructure, compliance resources, technology platform, and advisor-focused growth support while continuing to provide personalized financial planning and wealth management services to clients throughout the region.
This partnership marks another significant milestone in SRAG’s continued Midwest expansion, with Wisconsin now anchored by multiple Sierra Ridge-supported offices, including Elmbrook Financial and Shepherd Financial Advisors in Madison, Wisconsin. Sierra Ridge Advisor Group also continues to build momentum through its expanding presence in Iowa City, Iowa, reinforcing the firm’s long-term vision of developing a strong regional footprint throughout the Midwest.
At Sierra Ridge Advisor Group, we are committed to helping independent financial advisors grow and scale their businesses through operational support, strategic resources, marketing guidance, and a collaborative platform designed for long-term success.
James Slaughter, President and Founder of Sierra Ridge Advisor Group, shared:
“The Midwest represents a major strategic focus for Sierra Ridge Advisor Group. Our goal is to build a best-in-class regional infrastructure that provides independent advisors with enterprise-level resources while preserving their local identity and client relationships.”
Mike Dearing, Branch Manager of Elmbrook Financial, added:
“We were looking for a partner that truly invests in advisors through technology, operational support, and long-term growth resources. Sierra Ridge’s platform gives us the ability to continue growing while enhancing the level of service we provide to our clients.”
As Sierra Ridge Advisor Group continues expanding nationwide, partnerships like Elmbrook Financial reflect the firm’s commitment to building a scalable advisor platform centered around independence, collaboration, leadership, and sustainable growth.
Read the full press release below.