A complete list of active advisors currently associated with Kelman Lazarov Inc

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

Kelman-Lazarov provides discretionary investment management, financial planning, retirement plan advisory, 1031 exchange advisory, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, corporations, estates, and charitable organizations. The firm manages client assets through model portfolios, legacy program continuations, and customized financial planning engagements informed by client suitability information. K-L’s investment process emphasizes strategic asset allocation implemented mainly with ETFs, mutual funds, and model portfolios, with portfolio construction guided by client objectives, risk tolerance, and periodic reviews. The firm also evaluates and implements personalized equity (direct-indexing) strategies with tax-loss harvesting, considers alternative investments and tax-aware or long-short equity overlays, and may execute or refer option-based borrowing structures where appropriate. What is distinctive about K-L relative to many peers is the breadth of specialized services described in its brochure — including advisory support for 1031 exchanges and ongoing oversight of DST investments, the explicit use of direct-indexing and long-short tax-aware techniques, and the availability of a box-spread borrowing strategy. The firm discloses that it generally does not receive compensation from third-party managers, fund sponsors, DST sponsors, or box-spread providers, and it describes controls and disclosures to address conflicts arising from supervised persons’ outside broker‑dealer and insurance activities.

To learn more about the advisors currently working at Kelman Lazarov 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.