A complete list of active advisors currently associated with Kai Advisors

Warmer can help you find a great advisor at Kai Advisors or one who fits your needs even better.

KAI Advisors provides personal financial planning and discretionary investment management to individuals, families and related entities, and also serves retirement, pension and profit‑sharing plans, trusts, estates, and charitable organizations. Services include written financial plans, ongoing planning engagements, and implementation of investment strategies through qualified custodians. The firm builds custom investment policy statements for each client and relies on a strategic asset allocation framework implemented primarily with mutual funds and exchange‑traded funds, using a mix of passive index and selectively chosen active funds and alternative exposures to achieve global diversification. Portfolios are managed on a discretionary, fee‑only basis with client risk questionnaires, periodic reviews, and tax‑aware transitions for positions transferred into managed accounts; the firm generally does not recommend individual stocks or bonds. A notable characteristic is the firm’s work with retirement plan clients and provision of pension consulting—services that are relatively uncommon among independent advisers of this type. The firm adheres to a fiduciary code of ethics consistent with NAPFA and CFP standards, typically recommends Schwab as custodian while maintaining client‑directed custody, and manages approximately $66 million in discretionary assets.

To learn more about the advisors currently working at Kai Advisors, 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.