A complete list of active advisors currently associated with Kentor Financial

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

KENTOR Financial provides wealth management, financial planning, consulting and asset‑allocation advice to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations and business entities. Rather than directly managing client portfolios on a continuous, discretionary basis, the firm commonly recommends and selects third‑party investment advisers (TPAs) and coordinates implementation and ongoing monitoring on clients' behalf. The firm tailors recommendations to each client's objectives, risk tolerance and time horizon and generally provides non‑discretionary advice while coordinating with clients' other professional advisers. KENTOR also offers standalone planning and ongoing consulting services and discloses that it receives compensation tied to recommended TPAs and may receive brokerage or insurance commissions in connection with product recommendations. KENTOR is atypical among peers in maintaining formal affiliations with a broker‑dealer and other advisory organizations: associated persons are registered with Integrity Alliance/Integrity Wealth, the firm is a stockholder in the parent of that broker‑dealer, and the firm and its associated persons are licensed to sell insurance. These affiliation and referral arrangements, together with the firm’s role as a coordinator of third‑party managers rather than a direct continuous portfolio manager, are notable features clients should consider when evaluating potential conflicts of interest.

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