A complete list of active advisors currently associated with Kensington Financial Advisors LLC

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

Kensington Financial Advisors serves individuals — including high‑net‑worth clients — as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Its services include discretionary and non‑discretionary investment management, integrated financial planning, pension consulting, and other negotiated consulting engagements. The firm tailors portfolios to client objectives and may use both fundamental and technical analysis, model portfolios, and, when suitable, short‑term trades or option and margin strategies subject to a client’s risk tolerance. Financial planning is commonly provided as part of investment management relationships, and pension consulting work can include investment policy development, vendor selection and participant education seminars. Distinctive aspects for a small, two‑adviser firm include a required custody and brokerage relationship with Charles Schwab, through which the firm receives institutional support services, and an explicit ERISA fiduciary role when advising retirement plans. Kensington also provides bespoke consulting (for example, acting as a health‑care power of attorney on request), aggregates household accounts for fee breakpoints, and directly debits advisory fees from client accounts.

To learn more about the advisors currently working at Kensington Financial Advisors 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.