Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Kenneth J
CFA®, Series 63
Charlotte, NC
InvestorBloc
Kenneth Johnson is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at InvestorBloc. Prior to founding InvestorBloc, he held roles at Robinhood Markets and Wells Fargo. He is actively involved in nonprofit leadership, serving as President of the Premier Foundation of North Carolina and providing financial oversight as Chair of Investments at Barre Belle. InvestorBloc serves a diverse client base including individuals, business owners, corporations, charitable organizations, and employer-sponsored retirement plans. The firm employs an evidence-based, long-term investment approach focused on strategic asset allocation and risk-adjusted portfolio outcomes, offering a range of services from automated portfolios to bespoke solutions, as well as educational content and fractional CFO consulting.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters