A complete list of active advisors currently associated with SKadvisors, LLC

Warmer can help you find a great advisor at SKadvisors, LLC or one who fits your needs even better.

SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm manages client assets on a discretionary basis and provides ongoing investment oversight and periodic plan reviews. The firm’s investment process combines multiple methods — including fundamental, quantitative, technical, and cyclical analysis — to build diversified portfolios composed of equities, fixed income, mutual funds and ETFs. Asset-allocation frameworks used include modern portfolio theory, strategic and tactical allocation, core-satellite and value-oriented approaches, and portfolios are monitored against client objectives with regular reporting. SKadvisors is notable for its affiliated professional practices: its principals maintain a full-service CPA firm and have an affiliated insurance agency that offers life, health and annuity products. These in-house accounting and insurance capabilities can streamline tax and implementation work for clients but are disclosed as creating potential conflicts of interest and time-management considerations (for example, during tax season) that clients should weigh when evaluating recommendations.

To learn more about the advisors currently working at SKadvisors, LLC, 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.

You can also browse SKadvisors, LLC's office locations.

Name	Location	Years of experience
Bruce Kelvington	Orlando, FL	25
Kenneth Simon	Maitland, FL	34
Tanner Stanley	Maitland, FL	7

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