A complete list of active advisors currently associated with Kindness Financial Planning

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

Kindness Financial Planning serves individual clients, including high-net-worth households, through discretionary investment management paired with ongoing comprehensive financial planning. The firm also offers standalone hourly planning and provides educational seminars and speaking engagements to groups; its stated minimum relationship requirement is $500,000 (waivable at the firm’s discretion). The firm’s investment approach is grounded in Modern Portfolio Theory and primarily employs passive investment management using index mutual funds and exchange-traded funds, with strategic asset allocation as the core construct and limited tactical deviations within established tolerance ranges. Research draws mainly on fundamental analysis but may incorporate technical and cyclical techniques when relevant, and portfolios are monitored and reviewed quarterly. What distinguishes the firm from many solo practices is its small client base—about two dozen relationships—combined with roughly $42 million in assets under management, indicating relatively large average account sizes and a focus on comprehensive, ongoing planning bundled with investment services rather than offered only as a separate engagement. The firm’s principal is also active in financial literacy and outreach through writing, podcasting, volunteer pro bono planning, and newly offered speaking engagements and seminars, which the firm lists as part of its service offerings.

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