At Sprik Financial Group in Sioux Falls, we believe successful investing starts with clarity. That’s why we partner with Eagle Strategies LLC, a Registered Investment Adviser and an indirect, wholly owned subsidiary of New York Life, to provide comprehensive investment management and financial planning services.
Our financial advisors leverage Eagle’s sophisticated wealth management platform—featuring many of today’s leading investment managers—to design customized solutions tailored to your goals, risk tolerance, and time horizon. The breadth of our expertise, combined with Eagle’s team of investment specialists, allows us to deliver continuous guidance and strategies that help you pursue long-term financial success.
Effective investment management starts with understanding the full picture of your financial life. At Sprik Financial Group in Sioux Falls, our investment advisory services go beyond standard models to create portfolios designed specifically for your needs.
When building your personalized strategy, we consider:
Asset Allocation – A carefully balanced mix of stocks, bonds, ETFs, and alternative investments designed to pursue growth while managing volatility. We adjust allocations to match market conditions and your long-term strategy.
Goal Setting – Whether your goals include retirement income, funding education, growing wealth, or leaving a legacy, we tailor your investment plan to align with what matters most to you.
Risk Tolerance – Every investor has a different comfort level with risk. We take the time to assess your preferences and ensure your portfolio reflects both your willingness and ability to take on investment risk.
Time Horizon – Your investment strategy will look different depending on whether you are saving for a short-term need, building wealth over decades, or already drawing income in retirement. We design portfolios that evolve with you through every stage of life.
Liquidity Needs – While investing for growth is important, having access to cash when needed is equally essential. We structure portfolios to provide the right balance of long-term growth potential and short-term liquidity for emergencies, opportunities, or planned expenses.
By blending these factors into a disciplined, forward-looking investment strategy, we provide our clients with clarity, confidence, and a plan that adapts as their lives and goals change.
Combines the expertise of professional third-party managers with personalized guidance from our financial advisors. Portfolios are built with a carefully selected mix of mutual funds and ETFs, aligned to your goals and risk profile.
Professionally managed accounts investing in individual securities. SMAs offer flexibility, including the ability to exclude certain securities and strategically use gains or losses for tax planning.
A customized portfolio of mutual funds, ETFs, and individual securities constructed using Eagle’s asset allocation framework. Designed to maximize long-term returns while managing volatility and aligning with your unique profile.
When changing jobs or retiring, decisions about your retirement accounts are critical. We’ll help you evaluate rollover options, fees, distribution rules, and tax implications—so your retirement savings stay aligned with your financial goals.
At Sprik Financial Group, we recognize that different clients have different investment needs. That’s why our services are tailored for:
Individuals – Whether you’re building your first portfolio or preparing for retirement, we’ll guide you with strategies to grow wealth, manage risk, and provide financial confidence.
Families – Protect your assets while planning for education, estate transfers, charitable giving, and long-term care. Our investment strategies ensure your family’s legacy is secure.
Business Owners & Contractors – From executive benefits to succession strategies, we help Sioux Falls entrepreneurs manage both personal and business wealth with investment strategies built for growth and stability.
Farmers & Ranchers – Agricultural families face unique cycles and risks. We provide customized strategies for landowners, ranchers, and agribusinesses to preserve assets, plan for succession, and build financial resilience across generations.
Personalized planning built around your unique goals
Access to top investment managers through Eagle Strategies LLC
Comprehensive wealth perspective that integrates financial planning and investing
Local expertise in Sioux Falls combined with national investment resources
Ongoing monitoring and adjustments to keep your plan aligned with life changes
With Sprik Financial Group, you’ll gain not only an investment portfolio, but also a clear path forward—designed to help you pursue financial clarity, confidence, and long-term success.
All investment advisory services are offered through Eagle Strategies LLC, a registered investment adviser. All investments involve risk, including the potential loss of capital.
7615 S Kenton Lane, Suite 100
Sioux Falls, SD 57108