News & Press

What the industry is saying and what we’ve been saying back.

Should Gold Be in Your Portfolio?

SEIA Advisor Josh Woodard spoke with Senior Planet from AARP about the role gold can play in a diversified portfolio, including allocation, inflation risk and liquidity considerations.

SEIA Ranked No. 18 on Barron’s 2026 Top 100 RIA Firms List

SEIA has been ranked No. 18 on Barron’s 2026 list of the Top 100 RIA Firms, marking another year of recognition among the nation’s leading independent advisory firms.

SEIA Appoints Aly Payne, CFP®, as East Coast Business Development Officer

Aly Payne, CFP®, joins SEIA as Business Development Officer, leading growth initiatives across the East Coast while continuing to serve client relationships in Virginia.

SEIA Ranked No. 18 on Barron’s 2026 Top 100 RIA Firms List

SEIA Appoints Aly Payne, CFP®, as East Coast Business Development Officer

Inside SEIA’s Approach to Models, Private Markets, and AI

Value Stocks Gain Ground as Sector Rotation Adds Market Muscle

SEIA Named a Finalist in Three 2026 ThinkAdvisor Luminaries Award Categories

SEIA Named to the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies

SEIA Continues to Evolve to Meet the Increasingly Complex Needs of High-Net-Worth Clients Through Expanded Tax and Family Office Capabilities

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