A complete list of active advisors currently associated with ESK Capital Management Inc.

Warmer can help you find a great advisor at ESK Capital Management Inc. or one who fits your needs even better.

ESK Capital Management is an independent, fee-based wealth management firm that provides investment management and comprehensive financial planning to individuals and high-net-worth individuals. Services described in the brochure include retirement planning, tax and estate planning, insurance and business planning, college and home-purchase planning, and small-business employee benefit selection. The firm delivers discretionary, customized portfolios built to each client’s risk tolerance, time horizon and liquidity needs, using fundamental and valuation analysis that considers macroeconomic indicators and valuation metrics. ESK reports managing approximately $4.08 million on a discretionary basis and conducts ongoing reviews (no less frequently than semi-annually), while also offering limited-scope hourly engagements in addition to asset-based advisory arrangements. Compared with many independent peers, ESK focuses on a narrower client demographic, targeting accounts generally in the $250,000 to $2 million range with a stated minimum around $200,000 and not serving lower-balance retail (non‑HNW) clients. The firm also operates without broker‑dealer affiliations, customizes each client portfolio rather than aggregating trades, maintains custody through an independent custodian platform, and declines to vote client proxies.

To learn more about the advisors currently working at ESK Capital Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.