A complete list of active advisors currently associated with Ketron Financial LLC

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

Ketron Financial provides ongoing portfolio management, financial planning, estate transition planning, pension consulting, and the selection of third‑party advisers for individuals, high‑net‑worth clients, pension/profit‑sharing plans and charitable organizations. The firm documents client objectives and risk tolerance in an Investment Policy Statement and offers discretionary management alongside fixed‑fee planning engagements. Investment decisions are guided by long‑term trading and a mix of fundamental analysis, modern portfolio theory and quantitative methods, with allocations that can include mutual funds, ETFs (including precious‑metal ETFs), fixed income, TIPS, non‑U.S. securities and private placements. The adviser typically manages accounts on a discretionary basis, monitors portfolios regularly, and may allocate portions of client assets to selected third‑party managers or managed platforms. Notable features include the firm’s scale relative to its staffing: Ketron Financial reports approximately $384 million in discretionary AUM served by three advisors across about 250 client relationships, and it states no account minimum. The firm’s principals also maintain broker‑dealer registrations and an insurance license, and the firm discloses fee‑sharing arrangements with third‑party advisers (including use of a managed platform) and a requirement that clients use a specific institutional custodian, all of which are identified as potential conflicts of interest in the brochure.

To learn more about the advisors currently working at Ketron 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.