Independent Advisor Learning Center

What is an independent financial advisor?

Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators

SKWealth is an RIA, which is a professional advisory firm that offers personalized financial advice to its clients, and because we are independent, we serve only our clients. We work together, as counsel, to determine your best position. Five key benefits of choosing a RIA are:

  • Customized guidance based on your entire financial picture.
  • A relationship that’s responsive, attentive, and personal.
  • A fee structure that is simple and transparent.
  • A high level of expertise to support your complex financial needs.
  • Your money is held by an independent custodian, not the advisor firm.

Please visit the Independent Advisor Learning Center for more information.