An independent fee-only fiduciary San Francisco based financial advisor (planner) focused on securing and actualizing client financial goals. My name is Michal Skowronski, I founded Skylark Wealth to strike the ideal balance for personal financial services combining the latest in technology with fiduciary level personal service alongside a fee-only structure that properly aligns incentives towards mutual long term success.
Skylark's open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark's fee-only fiduciary model incentives me to do only that which is in the long-term best interest of my clients.
Skylark's open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark's fee-only fiduciary model incentives me to do only that which is in the long-term best interest of my clients.
Reviews (8)
Helen DiIulio
Jan 02, 2022
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Tyler Howard
Dec 31, 2021
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I've been working with Michal since 2016 and he's been a wealth of knowledge, extremely responsive, embraces the latest tools in fintech and is always a pleasure to work with. Michal's fixed percentage fee approach also works well with my needs. I would (and have) highly recommend him to close friends and family in need of financial services.
Genevieve Tang
Dec 31, 2021
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I honestly believe that Michal is one of the best financial advisors you could ever find. He's great at his job, super responsive, and just a solid, upstanding person all around. It's clear that he genuinely has his clients' best interests at heart, and I rely on him 100% to help me make the best financial decisions for my family's future. I particularly appreciate that he's always thinking ten steps ahead and proactively bringing future opportunities or risks to my attention (and of course advising on exactly what to do about them as well!). I have complete faith in his judgment and ability to
Roman Skowronski
Dec 20, 2021
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After many years of working with various global investment institutions I have found Michal to be the best financial planner whom I can trust and have great confidence in his ability to provide me with the services I need.
Michal knows his craft inside and out and brings dedication and passion to his work. He has a very personalized and holistic approach, and is very attentive to his client's needs. He takes the time to thoroughly analyze each financial and investment goal and clearly communicates proposed strategies. His financial planning takes into account all the aspects of money management
Michal knows his craft inside and out and brings dedication and passion to his work. He has a very personalized and holistic approach, and is very attentive to his client's needs. He takes the time to thoroughly analyze each financial and investment goal and clearly communicates proposed strategies. His financial planning takes into account all the aspects of money management
Lindsey Criswell
Dec 14, 2021
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I first became aware of the benefit of independent financial advisors through an article published in the New York Times. That led me to Michal Skowronski of Skylark Wealth. I have been working with Michal for approximately 3 years and I have found his assistance to be incredibly valuable. Among other things, Michal has provided helpful advice for decisions related to selling my house, getting married, consolidating my assets, and planning for my retirement. Michal has also been very helpful with the completion of forms and other administrative tasks, which has been a huge timesaver for me. Michal
Michael Dubray
Dec 14, 2021
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Paul Skowronski
Dec 12, 2021
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Before working with Skylark Wealth, the idea of a comprehensive solution my family could trust for all of our financial needs seemed like a pipe dream. It was simply overwhelming to think about all we'd need to do to maximize our financial well being.
Now, after years of working together, my family enjoys complete peace of mind knowing that our investments are managed by a fiduciary we fully trust and that our financial goals are being worked towards.
Michal has guided us through the process of defining our goals, organizing and diversifying our investments, planning for our kid's education expenses
Now, after years of working together, my family enjoys complete peace of mind knowing that our investments are managed by a fiduciary we fully trust and that our financial goals are being worked towards.
Michal has guided us through the process of defining our goals, organizing and diversifying our investments, planning for our kid's education expenses
Byron Nevins
Nov 18, 2021
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I hired Michal 4 years ago after finding him in a NYT article about financial planners that don’t base their fees on a percentage fee on trades. I now pay a fixed modest percentage on my assets.
I left Fidelity Portfolio Services for Michal and Skylark Wealth. Michal went through my holdings at Fidelity with a fine-toothed comb. I was shocked and surprised that it wasn’t a coincidence that so many of my assets were invested in Fidelity instruments. Many of them had very high loads that Fidelity collected. The percentage fees I was paying, thus, were much much higher than I seemed. The way
I left Fidelity Portfolio Services for Michal and Skylark Wealth. Michal went through my holdings at Fidelity with a fine-toothed comb. I was shocked and surprised that it wasn’t a coincidence that so many of my assets were invested in Fidelity instruments. Many of them had very high loads that Fidelity collected. The percentage fees I was paying, thus, were much much higher than I seemed. The way
