Kindred Wealth is a financial advisory practice originally founded in 1990. The business has grown substantially over the years to its current team of seven financial advisors and nine staff members.
We believe in the power of our team working together alongside our clients. Our advice and investment approach is regularly vetted by the team to build and deliver the best possible service and outcomes for our clients. Our team of eight investment professionals includes 3 CFPs, 3 CLUs, 2 ChFCs, 4 APMAs, a CFA and a Ph.D., and over 100 years of investment experience.
The Kindred Wealth service model is built around providing ongoing advice. We do our best work in a trusted relationship with clients. We work collaboratively with clients on a broad array of complicated facets of their financial lives.
Our team is committed to you and your financial well-being. A relationship with us provides you with ongoing advice to bring order to your financial decisions so that your money serves your life. Whatever your needs, however long the journey, we’re with you.
Kindred Wealth is a prestigious, full-service financial planning and wealth management financial practice that looks to fulfill the financial needs of our clients now and for generations to come.