A complete list of active advisors currently associated with SKA Financial Services, Inc.

Warmer can help you find a great advisor at SKA Financial Services, Inc. or one who fits your needs even better.

SKA Financial Services provides investment advisory and financial planning services to individuals as well as closely held businesses, corporations, trusts, estates, charitable organizations, and pension and profit‑sharing plans. The firm manages approximately $159 million for about 217 clients and operates as a solo advisor, producing an unusually high client load per advisor for its peer group. The firm customizes account profiles to client goals and may manage accounts on a discretionary or non‑discretionary basis, with regular account reviews and periodic written reporting. Its investment process combines fundamental and technical analysis and can include long‑term and short‑term positions, short sales, margin transactions, and option strategies, with attention to the higher transaction and timing risks those strategies entail. SKA is notable for affiliations with a broker‑dealer and with an accounting firm and for having officers who are licensed to sell insurance and securities; the brochure discloses these relationships and the firm’s procedures to address related conflicts of interest. The firm also offers pension consulting and institutional portfolio management alongside corporate client services, capabilities that are less common among independent, single‑advisor practices.

To learn more about the advisors currently working at SKA Financial Services, 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.