A complete list of active advisors currently associated with Kinder Financial Services

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

Kinder Financial Services primarily serves individual clients — including many high‑net‑worth individuals — and also works with businesses, charities and small pension plans. The firm offers financial planning (tax, insurance, retirement and estate planning) and discretionary portfolio management using stocks, bonds, mutual funds/ETFs, government securities and options. The firm tailors advice through consultations and written plans, monitors managed accounts weekly and reviews financial planning engagements annually. Its investment approach emphasizes technical security analysis and trend‑following on daily and weekly charts, with a focus on ETFs and blue‑chip dividend stocks (using tools described as “Investment Quality Trends”) rather than fundamental company analysis; some strategies can result in multiple trades per week. Distinctive features disclosed in the brochure include the firm’s use of and public presentation of hypothetical performance and its practice of recommending outside money managers for alternative investments while sharing a portion of those managers’ fees. The principal also operates an affiliated entity, Blue Donkey Empires, which discloses real‑estate activity, and the firm reports modest assets under management (about $1.07 million) across a very small client base.

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