Alexander Bischoff is a financial advisor at Kipos Wealth with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Blockweather Holdings. Outside of his advisory role, he is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a range of investment strategies, including alternatives and tactical adjustments, managing both discretionary and non-discretionary accounts.

Nathan Graves is a financial advisor at Kipos Wealth with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and State Farm VP Management Corp. He is also licensed as an insurance agent and offers insurance products to clients. Kipos Wealth serves individuals, trusts, retirement plans, and small business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs multiple methods of analysis and uses a broad range of investment tools, managing approximately $107 million with an emphasis on fiduciary responsibility and active due diligence of third-party managers.