A complete list of active advisors currently associated with Kapusta Financial Group

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

Kapusta Financial Group provides financial planning and investment advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations. The firm offers comprehensive financial planning, retirement and estate planning, investment consulting, planning‑by‑module and non‑discretionary portfolio management for roughly $200 million in client assets across about 200 client relationships. The firm delivers individualized, non‑discretionary advice by developing client profiles and asset‑allocation models that incorporate goals, risk tolerance, tax considerations and liquidity needs, typically using Modern Portfolio Theory and a mix of mutual funds, ETFs, fixed income and individual securities. Research sources named in the brochure include Morningstar and Standard & Poor’s, reviews of managed accounts occur at least quarterly, and the firm routinely recommends a major custodian for execution and custody services. Distinctive features in the brochure include the firm’s management of nearly all assets on a non‑discretionary basis and its use of standing letters of authorization for third‑party transfers—arrangements that are less common among supported peers. The brochure also discloses operational use of AI for client‑service tasks and indicates the firm uses third‑party ratings, endorsements and client testimonials in its advertising, which are statistically uncommon practices for firms in this category.

To learn more about the advisors currently working at Kapusta Financial Group, 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.