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

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

Kindred Financial LLC is an independent, single‑advisor Registered Investment Adviser managing roughly $25.5 million for about 74 clients. The firm provides ongoing portfolio management and financial planning to individuals (including high‑net‑worth clients), corporations or business entities, and also advises insurance companies and pension/profit‑sharing plans. Kindred creates an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management, using model allocations and tailored recommendations. Its investment process combines charting, cyclical and technical analysis with fundamental, quantitative methods and modern portfolio theory, and the firm typically implements portfolios with mutual funds, fixed‑income securities, REITs, ETFs (including precious‑metal ETFs), annuities and TIPS. What is distinctive about Kindred is its client mix: serving insurance company clients and retirement plan clients is uncommon for a solo independent adviser. The firm requires clients to custody assets at Altruist (and discloses receipt of soft‑dollar research/services through its broker relationship) and the principal maintains a small, non‑investment woodworking sideline.

To learn more about the advisors currently working at Kindred 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.