Credentialed and Experienced
SKV partners are credentialed CERTIFIED FINANICAL PLANNERS® professionals with over 50 years of combined service in the industry.
Specialties and Expertise
Our Advisors have pursued niche specialties including Social Security, Divorce, Estate/Legacy and “decumulation” planners.
Independent and Individual
SKV is an independent practice with independent thinking, independent pricing, and a process driven approach to investing.
Connected and Engaged
SKV values collaborative relationships with outside experts within the community. We commonly host client-oriented events each year dedicated to educating our clients and engaging our community.
Community Oriented
SKV donates monthly to local nonprofits as well as founded local 501(c)(3) organization, Gratitude Charlottesville. Advisors serve on numerous local boards and Charlottesville-area volunteerism groups.