A complete list of active advisors currently associated with Kingdom Financial

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

Kingdom Financial is a small, fee-only registered investment adviser that serves individual and high-net-worth clients as well as corporations and other business clients. The firm offers discretionary investment management, ongoing and project-based financial planning, and provides educational seminars and speaking engagements for groups and organizations. The firm’s investment process is informed by modern portfolio theory and uses a mix of passive and active vehicles across stocks, bonds, mutual funds, ETFs and cash, with attention to tax considerations and the option to incorporate socially conscious or values-based screens. Portfolios and plans are tailored to client goals and risk tolerance, with periodic reviews and the ability for clients to impose reasonable investment restrictions. Noteworthy for a solo, recently formed independent adviser with modest assets under management and a very small client roster, Kingdom Financial also provides portfolio management for business/institutional clients and offers fee-based educational workshops — services that are less common among similar independent firms. The firm structures planning engagements both as ongoing relationships and as project-based engagements, and makes accommodations for values- or faith-informed investing when requested.

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

Name	Location	Years of experience
Lance Ludwig	South Bend, IN	11

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