Steigerwald, Gordon & Koch Inc.
SGK provides financial planning and portfolio management as a fee-only, fiduciary wealth management firm. We believe true financial planning is an ongoing relationship, one built on trust and a fiduciary duty to always act in our clients' best interest. Our clients don’t fit into a mold, so we build tailored portfolios using individual stocks and bonds. Our boutique feel means our clients work directly with a portfolio management team, a client service professional, and two financial planners.
We help our clients understand where they are today and work toward where they would like to be. We focus on building relationships and establishing trust. Our goal is to ensure our clients feel confident in the decisions they make in in their financial lives, so they can focus on what truly matters to them.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.