Finance Lessons for Your Teen
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so...
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About Us
About Us
We are a community of like-minded independent advisors who have committed our careers to personally serving our clients. To do that competitively and efficiently, we have built a mutually owned RIA that is run at cost.
Who We Serve
We serve Fee-Only wealth managers who have more than a decade of experience directly serving clients. Our advisors believe in evidence-based investing and the value of comprehensive financial planning.
Our Philosophy
We want to delegate all that does not define us, so that we can spend more time doing that which does. We believe in the importance of proximity when it comes to advisor/client relationship decisions and promote the benefits of “locality”.
Our Process
Our members choose which services will best help them serve their clients and this then determines their level of engagement with sKan. Once they are comfortable on sKan’s platform, participating members are allowed to invite a total of three of their trusted peers to join.
Our Services
Professional Community
Compliance
Investments
HR Benefits
Marketing & Communications
Accounting Services
Summary of Services
