Advisor profile


My approach

Kimberlee Orth - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Kimberlee Orth - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • University of Delaware, BS Business Administration, 1985
  • College for Financial Planning, Certified Financial Planner, 1990

Interests

I enjoy spending summer days relaxing at the Delaware Beaches with my family: Husband of 28 years, Robin, and our 4 children: Katie, Michael, Elizabeth and Juliana.

I am grateful for opportunities to travel internationally to explore new cultures (and food!).

Community participation

  • Ministry of Caring
  • Fresh Start Scholarship Foundation
  • New Castle County Chamber of Commerce
  • Food Bank of Delaware
  • U of Delaware Lerner College Alumni Award of Excellence 2017

Awards & recognition

  • Barron's Hall of Fame Advisor, 2021
  • Barron's Top 100 Women Financial Advisors, 2012 - 2021
  • Orth Financial Group, Barron's Top 100 Private Wealth Management Teams, 2021
  • Barron’s Top 100 Financial Advisors, 2021
  • Barron’s Top 100 Independent Financial Advisors, 2016 - 2020
  • Barron's Top 1,200 Advisors, 2014-2021
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Forbes Best-in-State Wealth Advisors, 2018 - 2021
  • Financial Times 400 Top Financial Advisers, 2018 - 2020
  • Ameriprise Chairman's Advisory Council, 2004-2021
  • Ameriprise Circle of Success, 1988 to 2020
  • Five Star Wealth Manager, 2012-2020
  • Barron's Top 1,000 Advisors, 2013

Honored to receive recognition

I have some big news: Barron’s named me one of their Top 1,200Financial Advisors for 2020. The list spotlights top advisors across the U.S., and I’m so grateful to be honored as the #1 ranked advisor in Delaware. This accolade confirms that our dedication, integrity and client focus have paid off. I’d like to thank my team for all their hard work, my clients for their trust and Barron’s for their recognition. Thank you!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.