A complete list of active advisors currently associated with K.W. Andersen Investment Group, LLC

Warmer can help you find a great advisor at K.W. Andersen Investment Group, LLC or one who fits your needs even better.

K.W. Andersen Investment Group, LLC provides financial planning, investment consultation, portfolio management, and business consultation to individuals (including high net worth clients) and small businesses. The firm delivers written investment guidelines, periodic reviews, and ongoing supervisory portfolio management. The firm’s investment approach combines fundamental analysis with diversified strategies such as core‑plus‑satellite, active management, and elements of modern portfolio theory to construct tax‑efficient portfolios using mutual funds, ETFs, individual equities and fixed income. Portfolios are customized to client objectives and are managed predominantly on a discretionary basis; the brochure also discloses the use of options and other derivatives within separately managed accounts to reduce volatility or generate income. Noteworthy operational details include that the single‑advisor practice oversees roughly $43.8 million in AUM for about 31 clients, with all assets managed discretionary as of December 31, 2025, and that the firm offers complimentary educational seminars and workshops. The firm discloses a significant outside employment commitment for its principal (commercial pilot, approximately 35% of time) and states it will not employ uncovered (“naked”) options strategies, matters the brochure highlights as specific features of its practice.

To learn more about the advisors currently working at K.W. Andersen Investment Group, 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.