A complete list of active advisors currently associated with K2 Financial Inc.

Warmer can help you find a great advisor at K2 Financial Inc. or one who fits your needs even better.

K2 Financial is a registered investment adviser operating with a team of eight advisors and managing about $191.6 million on behalf of roughly 393 clients. The firm provides wealth and investment management, financial planning, and retirement-plan advisory services (including ERISA 3(21) oversight and 3(38) investment management) for individuals, high‑net‑worth clients, trusts, estates and retirement plans. The firm generally pursues a primarily long‑term, discretionary portfolio approach while offering non‑discretionary options, using mutual funds, ETFs, stocks, bonds, options and third‑party/independent managers to implement strategies. K2 Financial treats cash as an asset class, uses Dimensional Fund Advisors (DFA) funds on its platform, and has a documented Artificial Intelligence policy that limits AI use to pre‑approved tools with human review and vendor due diligence. Compared with many team firms, K2 Financial discloses the use of compensated promoters/endorsements to introduce prospective clients and describes affiliated business relationships that can generate additional revenue, including an affiliated tax‑preparation practice and an affiliated insurance agency; certain advisory personnel are also registered representatives of a broker‑dealer. The firm also participates on institutional custodian platforms (Schwab and SEI), discloses past financial assistance related to the purchase of a book of business, and details how those operational and affiliation arrangements may affect product access and client transitions.

To learn more about the advisors currently working at K2 Financial Inc., 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.