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

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

Kinetix Financial Planning works with individuals, high‑net‑worth clients, and employer plan sponsors, offering discretionary portfolio management, comprehensive and ongoing financial planning, and tax preparation as part of certain planning tiers. The firm also provides employee benefit plan advisory services for participant‑directed retirement plans, a form of pension consulting that relatively few independent advisers include in their service mix. The firm constructs client-specific investment policies and primarily implements passive, asset‑class portfolios using index mutual funds and ETFs, while also employing fundamental, technical, and cyclical analysis in portfolio selection and review. Accounts are generally managed on a discretionary basis, and investment management clients who meet the firm’s internal thresholds receive integrated ongoing financial planning; the firm also offers longer‑term comprehensive planning on an ongoing subscription basis. Noteworthy characteristics include the combination of traditional retail wealth management with pension/employee benefit plan consulting and the availability of tax preparation integrated into higher‑tier planning engagements. Kinetix operates as a small, owner‑led practice overseen by a CFP® certificant with prior trading and derivatives experience, a service profile that differs from many solo independent advisers.

To learn more about the advisors currently working at Kinetix 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.