Venice, FL Office

Sikich Financial is an SEC‑registered multi‑team advisory firm with 19 advisors and approximately $1.18 billion in regulatory assets under management that serves individuals (including high‑net‑worth clients), retirement and profit‑sharing plans, trusts, estates, and business entities. The firm offers integrated wealth management—combining financial planning and portfolio management—alongside retirement plan consulting and participant education.

Investment advice is grounded in an asset‑allocation framework informed by modern portfolio theory and implemented through a mix of in‑house advice and third‑party money managers and sub‑advisors across multiple platforms (including Osaic/Envestnet, Charles Schwab, SEI and RBC). Sikich Financial provides discretionary and non‑discretionary programs, unified managed account and wrap structures, regular monitoring and rebalancing, and uses optimization software and manager due diligence in constructing client portfolios.

A distinguishing feature is that Sikich Financial is wholly owned by Sikich LLC and routinely coordinates with that parent for accounting, TPA and tax consulting services, including recommending Sikich TPA for retirement plan engagements—an arrangement the firm discloses and that creates an economic incentive to refer internally. The firm also maintains legacy platform and referral relationships (including an acquisition history that produced some grandfathered client arrangements) and some advisors are separately licensed as registered representatives of Osaic, which can result in commission‑based options in addition to fee‑based services.