These principles guide our actions
Who is SBK Financial?
- Wealth Management Advisory Firm
- Services: Integrated Financial Planning, Investment Management, Tax Strategies
- Founded: 2005
- Who we serve: Executives, Retirees and Other 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 EY (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.
Client Advisory Team
Client Service Team
Business Services Team
Adherence to our core values is not a guarantee of client satisfaction or any particular outcome. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of SBK Financial, Inc.’s (“SBK’s”) services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. SBK will rely upon the accuracy and completeness of the information provided by the client when providing advisory services. Neither SBK’s compensation structure or their professional credentials or designations should be viewed as the sole determining factor in obtaining or retaining their services. Please see our disclosure page for further information about the professional designations identified in this website. Personalized services, experience or expertise of a particular adviser should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.