SKadvisors, LLC is a privately owned, fee-based only, Investment Advisory Firm. We are committed to helping our clients prosper by providing comprehensive and ongoing wealth management that includes professional planning and advice.

Independent and Privately Owned

SKadvisors is not owned or operated by a broker/dealer. As such we have access to a broader range of products than those typically available to broker/dealer representatives working on a sales commission basis or limited to mostly proprietary products. This independence enables us to offer our clients more options to meet their unique interests.

Fee-Based Only

Fees charged by SKadvisors are based solely on client assets under management. We do not receive commissions for our trades or product selection, nor are we compensated by any custodian, brokerage house, or investment company. We are paid only by our clients, and for this reason, our interests are perfectly aligned with those of our clients.

Wealth Management, Planning and Advice

We provide comprehensive and ongoing investment management. We develop and implement an asset allocation strategy tailor-made to accommodate the individual goals, objectives, and risk tolerance of our clients. We take a strategic long-term approach to portfolio management rather than trying to “time-the-market” or invest in short-term trends. We focus on where our clients are today and where they want to go tomorrow. We navigate the larger economic and market environment to keep our client’s financial goals on course. We provide financial planning to help our clients save for retirement and college, provide for heirs or prepare for major purchases. We provide planning for minimizing taxes and strategies for generational wealth transfer.