A complete list of active advisors currently associated with Kingdom Capital Management

Warmer can help you find a great advisor at Kingdom Capital Management or one who fits your needs even better.

Kingdom Capital Management is a fee-only registered investment adviser that serves individuals and families, with a stated focus on working and middle-income households, young professionals, growing families, and small business owners facing life-stage financial decisions. Its services include life-stage financial planning delivered as fixed-fee engagements, fee-only insurance analysis (with collaborative arrangements for complex underwriting), and optional ongoing portfolio management. The firm begins engagements with a brief Snapshot Review and applies an internal Decision Tree to match clients with an appropriate planning tier; planning work is delivered digitally and paid through secure online processing. For investment management it uses a diversified, long-term approach described as a “Thirds Investing” framework, implemented primarily through mutual funds and ETFs and supported by fundamental, technical, and quantitative analysis. Compared with many peers, the firm is developing subscription-based educational content, workshops, and digital tools and maintains a public blog and other periodical-style content, offerings that are uncommon among independent advisers. It also combines low-cost, fixed-fee planning tiers with a formalized joint-work process for complex insurance needs and does not impose a stated account minimum for investment management, reflecting an emphasis on accessible, life-stage–focused advice.

To learn more about the advisors currently working at Kingdom Capital Management, 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.