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Disciplined Investment. Lasting Wealth.

For over fifteen years, Stark Financial has provided fiduciary wealth management services to discerning families and institutions. We believe in transparency, patience, and a long-term perspective.

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$850M+Client Assets
SEC RegisteredInvestment Advisor
FiduciaryStandard of Care
Since 2008Established

Our Services

Tailored solutions for preserving and growing wealth

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Investment Management

Customized portfolios built on fundamental analysis and disciplined rebalancing strategies.

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Estate Planning

Comprehensive wealth transfer strategies to protect your legacy for future generations.

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Tax Optimization

Strategic tax planning to minimize liability and maximize after-tax returns.

A Different Approach to Wealth

At Stark Financial, we reject the industry's obsession with short-term performance. Instead, we focus on what truly matters: helping our clients achieve their financial goals through prudent, evidence-based investing.

As a fee-only fiduciary, we are legally obligated to act in your best interest—always. No commissions, no conflicts.

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