News & Press

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

SEIA Earns National Recognition as Firm Approaches 30 Years

SEIA has earned national recognition from Barron's, Inc. and ThinkAdvisor as the firm approaches its 30th anniversary, reflecting nearly three decades of growth and continued investment in its advisors and clients.

Invent and SEIA Partner to Advance the Firm’s AI Strategy

SEIA and Invent announce a strategic partnership to unify the firm’s enterprise data, strengthen reporting capabilities and lay the foundation for SEIA Brain, the firm’s proprietary AI framework.

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.

Invent and SEIA Partner to Advance the Firm’s AI Strategy

Should Gold Be in Your Portfolio?

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

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