These five principles guide our actions.
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.