SAX Wealth Advisors Continues Expansion, Welcomes SFS Financial and Adds $140.5 Million in Assets Under Management
Parsippany, NJ, August 5, 2026: SAX Wealth Advisors, a leading independent wealth management firm and part of SAX Advisory Group, today announced the completion of its acquisition of SFS Financial (Stawnychy Financial Services, Inc.), based in Kinnelon, NJ, further enhancing its advisory bench strength.
The transaction, which officially closed on June 30, 2026, brings approximately $140.5 million in assets under management and welcomes three experienced professionals to the SAX Wealth Advisors team:
- Zoriana Stawnychy, Principal and Wealth Advisor
- Frank Lombardo, Associate Wealth Advisor
- Stephan Bilyk, Portfolio Analyst and Trading Associate
“Zoriana and her team have built something special at SFS Financial, grounded in the same client-first philosophy that defines our firm,” said Kyle Stawicki, Managing Partner of SAX Wealth Advisors. “Bringing their expertise, relationships, and dedication into our platform is exactly the kind of partnership that fuels our long-term vision.”
SFS Financial contributes approximately $140.5 Million in assets under management. SAX Wealth Advisors now operates across 9 offices with more than 65 team members and over $6 billion in assets under management, including $1.14 billion in retirement plan assets.*
This acquisition reinforces SAX Wealth Advisors’ position as a destination firm for independent advisors seeking a collaborative, integrated platform for growth. By joining SAX Wealth Advisors, the SFS Financial team gains access to the broader SAX Advisory Group ecosystem, including advanced planning resources, tax expertise, and operational support, enabling them to elevate the level of service they provide to clients.
“Every new partnership strengthens the platform we’re building for our advisors and the clients they serve,” added Stawicki. “We’re proud to welcome the SFS Financial team and look forward to what we’ll accomplish together.”
SAX Wealth Advisors remains focused on strategic expansion through partnerships with like-minded advisors and firms, reinforcing its mission to deliver comprehensive, forward-thinking financial guidance.
About SAX Wealth Advisors
SAX Wealth Advisors provides comprehensive wealth management services designed to help individuals, families, and business owners pursue their financial goals with clarity and confidence. With a focus on personalized guidance, strategic planning, and long-term relationships, SAX Wealth Advisors delivers tailored solutions that support clients through every stage of life.
Disclosures
*Includes $4.87B in regulatory assets under management (RAUM) and $1.14B in assets under advisement (AUA) as of July 2, 2026. Retirement plan assets may include both RAUM and AUA.