At Sarris Financial Group, we combine financial expertise with personalized legal guidance to help you protect what matters most and grow with confidence.
From investment planning to estate guidance, we provide the full spectrum of services your family and business need — all under one roof.
Strategic portfolio management designed to grow your wealth while managing risk according to your goals and timeline.
Holistic financial plans that address retirement, education funding, tax strategy, and every milestone along the way.
Protect your family's future with careful estate planning, wills, trusts, and comprehensive wealth transfer strategies.
From startup formation to succession planning, we help business owners navigate the financial and legal complexities of growth.
Comprehensive risk assessment and insurance solutions to safeguard your assets, income, and peace of mind.
Proactive tax planning and preparation to minimize liabilities and maximize returns for individuals and businesses alike.
Sarris Financial Group Inc. was founded on a simple belief: that everyone deserves clear, honest guidance when making decisions about their money and their legal affairs. Based in Jupiter, Florida, we serve individuals, families, and businesses across the region.
Our approach is different. We take the time to truly understand your situation, your goals, and your concerns. Then we build a plan that fits — not a one-size-fits-all package. Whether you're planning for retirement, growing a business, or protecting your family's legacy, we're here to help you move forward with confidence.
Personal
Every plan is built around you, not a spreadsheet.
Local
Rooted in Jupiter, we know our community.
Transparent
No hidden fees, no confusing jargon — ever.
Comprehensive
Financial and legal services under one roof.
We know you have choices when it comes to financial and legal guidance. Here's what sets Sarris Financial Group apart.
You'll work directly with a dedicated advisor who knows your story, not a rotating cast of account managers.
Why juggle multiple advisors? We bring financial planning and legal guidance together so your strategy is cohesive and complete.
Money and legal matters can feel overwhelming. We make sure you never feel judged, rushed, or like a number on a list.
We don't wait for problems to arise. Our team anticipates challenges and opportunities so you're always one step ahead.
Real feedback from real clients in our community.
"Sarris Financial Group helped us navigate a complicated financial situation with patience and clarity. We finally feel like we have a real plan for our future, and that peace of mind is invaluable."
J.M.
Jupiter, FL
"As a small business owner, I needed someone who understood both the financial and legal sides of running a company. Sarris Financial Group was exactly what I needed — thorough, responsive, and genuinely caring."
R.T.
Palm Beach County, FL
"I was dreading the estate planning process, but the team made it feel straightforward and even comfortable. They explained everything in plain language and made sure I felt confident every step of the way."
S.L.
Jupiter, FL
Schedule a free, no-obligation consultation with Sarris Financial Group. Let's talk about where you are — and where you want to be.
Whether you have a question or are ready to get started, reach out. We respond promptly and always without pressure.
Our Office
19001 SE Castle Rd
Jupiter, FL 33458
Phone
(561) 744-7479Fill out the form below and we'll get back to you within one business day.
Thank you for reaching out. We'll be in touch within one business day.
