A complete list of active advisors currently associated with Kiefer Financial Advising LLC

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

Kiefer Financial Advising is a state-registered investment adviser that offers non-discretionary investment advisory and financial planning services to individuals, retirees, pre-retirees, trusts, and small businesses through both one-time planning engagements and ongoing advisory relationships. The firm describes an education-first approach intended to help clients understand their financial situation and make their own investment decisions. The firm’s stated investment approach is goal-based and long-term, emphasizing diversification, cost efficiency, and broadly diversified vehicles such as mutual funds and ETFs, with scheduled portfolio reviews and non-discretionary rebalancing recommendations. Clients retain execution authority and the firm does not maintain custody of client assets. Noteworthy distinctions include the principal’s active role as a licensed health and life insurance agent employed by a separate, family-owned insurance agency — including sales of Medicare Advantage, Medicare Supplement, life, and group health products — and the potential to receive insurance commissions or future ownership interests in that agency, which the brochure identifies as a potential conflict of interest. The brochure also notes the firm charges fixed fees rather than percentage-of-assets fees and, as an initial filing, currently reports no assets under management or custody, which diverges from what many firms in the investment-manager category typically report.

To learn more about the advisors currently working at Kiefer Financial Advising 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.