These five principles guide our actions.

Commitment We recognize the importance of our relationships with clients, the community and each other, and we’re committed to keeping them strong.
Collaboration We’re a strong team of tax and investment professionals working together and closely with clients, to provide excellent service.
Clarity We strive to understand clients’ goals, communicate clearly and demonstrate transparency in all we do.
Consideration We believe in conducting our business according to the golden rule, with fairness, mutual respect and appreciation of all involved.
Client-Centered Taking care and concern for client’s needs, wishes and fears—and having a whatever-it-takes attitude—is part of our DNA.

Who is SBK Financial?

  • Wealth Management Advisory Firm
  • Services: Integrated Financial Planning, Investment Management, Tax Strategies
  • Founded: 2005
  • Serving: High Net-Worth Individuals and Families
  • Compensation: Fee-Only
  • Located: Richmond, VA

Meet the Team

SBK team members have a lot in common. They work hard, listen carefully, and bring a clients-come-first mindset to all they do. Every one of us is accountable to each other, the firm—and those we serve. Our advisors are experienced in wealth management and the founders are Ernst & Young veterans.

For all the ways our people share key characteristics, we’re careful to cultivate the differences that make us a better, stronger and more effective organization. Our individual temperaments, talents, expertise and experience complement one another’s, helping us achieve our purpose of improving clients’ lives.

Read Our Bios