SBK Financial’s balanced approach to customized wealth management sets us apart:

  • Professional + personal. Our big-company financial chops are coupled with a warm, relationship-oriented approach to service.
  • Comfortable + conscientious. While the SBK office is casual, our advice is anything but. It’s quantitative and analytical—delivered by experienced advisors.
  • Well rounded. SBK’s integrated full-service philosophy encompasses planning, investment and tax.
  • Tax focus. Because of our tax and accounting backgrounds, we offer tax planning at the forefront and strive to identify new tax savings ideas and address tax implications proactively.
  • Value-added resources. Independent collaboration complements our in-house advisory services.
  • High tech, high touch. We embrace advanced technology throughout our operations, giving our team more time to spend with you, and helping us deliver more value.
  • Client needs first. Our team works for you, not a giant corporation, and we don’t earn commissions or sell add-on products.

A fully transparent one-fee service model

  • At SBK Financial, there’s no hidden agenda. We don’t sell products, and we don’t earn commissions.
  • Because our services include financial planning and tax services—in addition to investment management—you get more value than you would from a traditional wealth advisory firm.