Write The Right Wealth Story

With Sikes Financial Services!

Personal finance mastery, strategic investment advice, and fiduciary excellence- all taken care of!

Get Your Free 2 X 20 Financial Plan

Build a $2M Portfolio in Just 20 Years

Financial Independence Programs

Our programs are geared specifically towards young professionals. Unlike many financial planning services which focus solely on retirement and require a large amount of investable assets to get started, we focus on accumulating wealth and require no minimum amount of investable assets to get started.

We spend time for you doing the research and investing your money based on years of expertise; help keep you on track and accountable for your financial goals; and teach you the skills to make long-term financial decisions and be financially successful.

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Courses

2 X 20 for Teens & their Parents

Equip your family with the tools for financial success early on with our course that lays the foundation for teenagers to thrive financially, with essential guidance for parents.

Price : $299 | $199

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Courses

2 X 20 for Aspiring Adults

Maximize your wealth-building potential with our course designed to navigate the prime earning years of 20-40, ensuring a more secure and prosperous financial future.

Price : $299 | $199

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Teaching Young Professionals The Skills To Grow Responsibly

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We also offer these services

Fiduciary Services

Experience the pinnacle of trust with our fiduciary services, promising transparency and dedication to your interests and ensuring your financial peace of mind.

Investment Planning

Personalized investment strategies await, as we align your distinct financial aspirations and risk preferences with the goal of propelling you toward investment success.

Financial Management

Unlock your financial potential with our expert guidance on budgeting, cash flow optimization, and education, all tailored to steer you towards fiscal triumph.

Fiduciary Services

Experience the pinnacle of trust with our fiduciary services, promising transparency and dedication to your interests and ensuring your financial peace of mind.

Investment Planning

Personalized investment strategies await, as we align your distinct financial aspirations and risk preferences with the goal of propelling you toward investment success.

Financial Management

Unlock your financial potential with our expert guidance on budgeting, cash flow optimization, and education, all tailored to steer you towards fiscal triumph.

About Eric Sikes

Meet Eric Sikes, the visionary CEO of Sikes Financial Services, LLC, a Registered Investment Advisory firm passionately dedicated to guiding today’s young professionals towards robust financial growth and security. At the heart of our firm’s ethos is a steadfast commitment to our clients, with every team member bound by a fiduciary duty to prioritize your best interests.

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