Sarkor Financial Advisors

The firm serves individual clients — particularly career executives, successful small business owners, and their families — and provides comprehensive financial planning, investment management, business advisory, philanthropic advisory, and educational seminar services. It operates on a fee-only basis and offers both ongoing comprehensive planning and limited-scope project or hourly engagements.

The firm develops individualized investment policies and asset-allocation targets and employs a mix of passive and active strategies with fundamental analysis to implement portfolios, either directly or through third‑party Outside Managers and platforms such as Betterment for Advisors. It accepts discretionary and non‑discretionary mandates, conducts regular (typically quarterly) account reviews, and can incorporate client‑imposed restrictions and socially responsible investing preferences.

What is distinctive for a small independent adviser is the combination of portfolio management and business/institutional advisory services — including exit‑planning and philanthropic planning — that the firm provides alongside individual wealth management. The firm’s leadership holds specialized credentials in philanthropic advising and exit planning, and the practice also offers cross‑border planning, fee‑based annuity advice, and cash‑management tools (e.g., Flourish Cash), a set of services less common among peers.