A complete list of active advisors currently associated with Kanten Financial Services

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

Kanten Financial Services works with individual investors, small businesses, and charitable organizations, providing investment advisory and financial planning alongside longstanding tax preparation and accounting services. The brochure notes the firm has offered tax and accounting services since 1989 and expanded into registered investment advisory services in 2014. The firm creates a written Investment Policy Statement for each client and emphasizes asset allocation and active portfolio management informed by fundamental analysis and an Efficient Market Theory framework. Described strategies include value and growth equity approaches and a range of bond strategies, with daily monitoring and use of stop-loss orders to manage downside risk. Uncommon for peers, the firm integrates tax and accounting services with its investment practice—approximately half of its time is devoted to taxation and accounting and tax preparation is offered as a client service. The brochure also reflects a small, focused practice (the firm reports about $890,954 managed on a discretionary basis and serves a limited number of clients), indicating a model that combines advisory work with ongoing tax and accounting engagement.

To learn more about the advisors currently working at Kanten Financial Services, 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.