A complete list of active advisors currently associated with Evenkiehl, LLC

Warmer can help you find a great advisor at Evenkiehl, LLC or one who fits your needs even better.

Evenkiehl, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations. Services include ongoing and limited-scope financial planning (covering cash flow, retirement, tax strategies, estate planning, insurance, college savings, and business planning) alongside personalized investment management. The firm primarily implements passive investment management using index mutual funds and ETFs to achieve asset-class allocations, while also employing fundamental and technical analysis to inform allocations and occasional security decisions; accounts are managed on a discretionary basis with an emphasis on low turnover and tax-awareness. Custody is typically recommended through an independent broker-dealer platform (Altruist), clients receive regular custodial statements and annual written reports, and the firm does not aggregate trades or vote client proxies. What is distinctive for a solo independent adviser is that Evenkiehl explicitly serves charitable organization clients and makes ongoing comprehensive financial planning available without an additional fee for clients with $350,000 or more under management. The firm’s principal holds CFP® and Certified Kingdom Advisor® credentials and also teaches in a graduate finance program, and the firm discloses it receives advisory compensation directly from clients and does not accept sales-based compensation or participate in wrap or performance-fee arrangements.

To learn more about the advisors currently working at Evenkiehl, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Kiehl	Lancaster, PA	7

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