A complete list of active advisors currently associated with Kenora Financial, LLC

Warmer can help you find a great advisor at Kenora Financial, LLC or one who fits your needs even better.

Kenora Financial serves individual clients, including high-net-worth households, offering financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management across taxable and tax-deferred accounts. The firm also provides financial education through adult-education classes and periodic client reports and seminars rather than relying primarily on packaged products. Kenora’s investment approach centers on customized separately managed accounts with concentrated equity positions diversified across about two dozen industries and a preference to avoid mutual funds; portfolios are built using Value Line research and tax-aware rebalancing and may include limited use of margin in brokerage accounts. The adviser generally manages client accounts on a discretionary basis and emphasizes tailoring risk levels and tax efficiency to individual client circumstances. What distinguishes Kenora from many peers is its combination of scale and activities: with roughly $315.8 million in reportable assets and four advisers, the firm also acts as a private fund adviser and manages the Select Investors Fund, a closed pooled investment vehicle, and is affiliated with an accounting firm that shares office space and coordinates tax planning for mutual clients. The firm has disclosed recent material changes (including a rebranding) and maintains practices tied to constructive custody of pooled-vehicle assets that subject those accounts to annual independent audits.

To learn more about the advisors currently working at Kenora Financial, LLC, 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.