Skloff Financial Group

Overview

Skloff Financial Group is an independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm combines comprehensive financial planning with discretionary portfolio management for individuals and small businesses, and it offers pension consulting on a limited basis. Its business model favors fee-based advice, charging a percentage of assets under management alongside hourly fees for planning work. Skloff Financial Group shows a clear preference for using pooled public funds as the primary vehicle for client portfolios while retaining access to third‑party alternative managers for real estate exposure. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices