General Info

SBK Financial, Inc ( SBK ) is a premier wealth management firm providing portfolio construction, comprehensive financial planning, and tax advice. SBK was formed in 2004 when Ernst & Young eliminated its investment advisory services business due to independence issues. This divestiture presented a tremendous opportunity for the principals of SBK who wanted to continue to provide a full range of services including the investment advisory services to their clients. SBK's focus is simple ; it's our clients. We understand that our client's time is valuable and therefore our services are geared to simplify our client's life and create peace of mind.