About SC&H FINANCIAL ADVISORS, INC.
SC&H FINANCIAL ADVISORS, INC. is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With over twenty years of experience, they have established themselves as a trusted expert in the field of wealth management. They provide personalized financial advice and solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
The team at SC&H FINANCIAL ADVISORS, INC. is committed to helping their clients achieve financial success. They provide a wide range of services, including investment management, financial planning, retirement planning, tax planning, and estate planning. Through a comprehensive approach and strong client relationships, they work to create customized strategies that align with each client’s unique needs and goals.
Facts and Insights
As of 2021, SC&H FINANCIAL ADVISORS, INC. has over $2 billion in assets under management and employs a team of over 30 experienced advisors. They have been in business for more than 20 years and have a proven track record of delivering positive results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 30+ | 20+ years |
Financial Services Offered
SC&H FINANCIAL ADVISORS, INC. offers a comprehensive range of financial services to help clients achieve their goals. This includes investment management, financial planning, retirement planning, tax planning, estate planning, and more. They take a collaborative approach and work closely with clients to develop customized solutions based on their individual needs.
Client Types
SC&H FINANCIAL ADVISORS, INC. serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They have experience working with clients from various industries and backgrounds, and their services are tailored to meet the unique needs of each client. They are committed to building long-term relationships and helping their clients achieve financial success.
Fees & Compensation
SC&H FINANCIAL ADVISORS, INC. operates on a fee-based compensation model, which means they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and helps to build trust and transparency in the relationship. They are a fiduciary, which means they always act in their clients’ best interests.
Background
SC&H FINANCIAL ADVISORS, INC. was founded in 2001 by a team of experienced financial professionals with a passion for helping others achieve financial success. They have received several accolades for their exceptional services, including being named one of the Top 300 Registered Independent Advisory firms by Financial Advisor Magazine in 2021.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important to be aware of any disclosures that may impact your relationship with the advisor. SC&H FINANCIAL ADVISORS, INC. has a clean regulatory record and no disclosures to report, demonstrating their commitment to upholding the highest ethical and professional standards in their practice.