A complete list of active advisors currently associated with Kingsley Wealth Partners, Inc.

Warmer can help you find a great advisor at Kingsley Wealth Partners, Inc. or one who fits your needs even better.

Kingsley Wealth Partners provides discretionary and non-discretionary portfolio management, modular and comprehensive financial planning, and private wealth services for individuals, high-net-worth families, trusts, estates, and small businesses. The firm tailors its advice to each client’s objectives, risk tolerance, and circumstances and permits reasonable client-imposed investment restrictions. Its investment process combines fundamental and technical analysis with elements of modern portfolio theory, employing asset allocation, diversification, and both long- and short-term trading as appropriate. Consistent with many independent advisers, the firm generally uses asset-based advisory arrangements, accepts discretionary authority when granted, and conducts account reviews at least annually. The firm was established in 2025 and, per its most recent filing, reported no assets under management and no client accounts while discontinuing a prior investor-to-advisor matching and lead-generation platform. The brochure also notes the principal holds advanced academic credentials in industrial and organizational psychology and a Series 65 license, and the firm currently does not aggregate client orders or participate in wrap-fee programs, reflecting a small, transitional operating profile.

To learn more about the advisors currently working at Kingsley Wealth Partners, Inc., 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.