ESK Capital is an independent, fee-based money management and financial planning firm. We specialize in retirement planning and small business employer benefit selection and management. Our core competency is investment management, and our equity portfolio has outperformed the market by nearly 50% since January 2006. We work closely with our clients to understand their financial goals and to build a plan that achieves these goals.

At ESK Capital, our goal is to make sure you keep as much of your money as possible while obtaining the best financial advice. We do this by performing all investment management in-house and using the lowest-cost products. Our founder, Evan Kessler, has expertise in financial, estate, retirement, tax, investment and college planning. We focus on the unique needs of clients who have between $250,000 and $2 million in investable assets and provide them with customized portfolios.

Philosophy

We are committed to the belief that everyone deserves financial security and unbiased financial advice at a reasonable fee. We strive to listen closely to our clients and develop a consultative rather than a product-selling relationship. We aim to become your trusted advisor and simplify your financial life. ESK Capital believes in the diversification of assets, regular rebalancing, and keeping costs low by using exchange traded funds (ETFs) and low-cost index funds. We explore all options for every client in order to create a truly personalized financial plan. We understand that money is an emotional issue for our clients. That is why we are here to listen to your concerns, not judge you, and provide you with the best possible options. Our firm values come from a different era, when decency and responsibility were paramount.

We listen the old-fashioned way.

 
Sincerely,

Evan Kessler, CFA, CFP®

Founder