Kintra Wealth, LLC logo

Kintra Wealth, LLC

Updated today

Client AUM

$1,501,009,982

Clients

2,914

Advisors

47

across 11 offices

About

Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans and corporations, offering wealth management, financial planning, retirement-plan consulting, and both discretionary and limited non‑discretionary portfolio management. The firm manages approximately $1.5 billion in discretionary assets and also advises institutional clients and retirement plans, while recommending third‑party managers when appropriate.

The firm’s investment process combines client interviews and document review with model-driven asset allocation and fundamental security analysis, implemented on a household basis to optimize tax efficiency and avoid duplicate holdings across accounts. Kintra integrates planning and investment workstreams — from legacy‑security transitions and mutual‑fund share‑class conversions to the use of SMAs, active and passive strategies, and occasional margin only for higher‑risk clients.

Kintra’s structure and service mix include several features less common among peers: a dedicated business exit planning practice (KintraExits) for privately held business owners, an institutional brand that collaborates with Investment Research Partners, and an affiliated sub‑adviser (Kintra Investments, LLC) that provides sub‑advisory services to the MC Trio Buffered ETF. The firm also maintains relationships with third‑party broker/dealers (including certain Advisory Persons who are registered representatives of Mutual Securities, Inc.) and provides consulting to MSI brokerage customers, and it offers multiple fee arrangements (including blended subscription+AUM options) and insurance transactions through an affiliated insurance entity — each of which the brochure discloses as potential conflicts to be managed.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees generally range from $1,500 to $7,500 for financial planning; business exit planning fees are fixed and based on complexity; institutional advisory fees can be asset-based or fixed and negotiable

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%

Commissions

Certain advisory persons are registered representatives and may earn commissions separately from advisory fees

Project-based

$200-$400 per hour for financial planning services

Subscriptions

Monthly subscription combined with percentage of AUM as one fee option

Other

Fee-only: Hourly rate from $200-$400 per hour; fixed fees generally range from $1,500 to $7,500

Main office

See office

1000 Commerce Park Drive, Suite 416

Williamsport PA 17701

Advisors at this office

15

Most active in

Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia

Also doing business as

Evergreen Wealth Solutions · Evergreen Wealth Solutions, LLC · Kintra Exits · Kintra Institutional · Kintra Wealth, LLC · Loring Advisory Group · Mccarthy & Cox Retirement & Estate Specialists · Rembrandt Financial Group · Tupler Financial · Warren Wealth

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Carson L

CFP®, Series 66

Greenville, RI

Kintra Wealth, LLC

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Matthew E

CFP®, Series 63

Williamsport, PA

Kintra Wealth, LLC

Matthew Edmonds is a CFP® with 13 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked for The Vanguard Group, Inc. for 15 years and operated House of Edmonds for four years. Kintra Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven, tax-efficient investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional advisory solutions.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Garrett C

Series 66

Warren, NJ

Kintra Wealth, LLC

Garrett Collins is a financial advisor at Kintra Wealth, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Warren Wealth Associates and Reynolds and Reynolds. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to optimize tax efficiency and avoid duplicate holdings across accounts.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Christopher C

CFP®, Series 66

Tampa, FL

Kintra Wealth, LLC

Christopher Collins is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and previously spent 20 years at Warren Wealth Associates and Commonwealth Financial Network. Collins is also a part-owner of Warren Wealth Associates, a private entity involved in securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by offering wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management, serving both individual and institutional clients.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Joseph B

Series 63, Series 65

Williamsport, PA

Kintra Wealth, LLC

Joseph Boyle is a financial advisor at Kintra Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Brokers International Financial Services and VOYA Financial Advisors. Outside of his advisory role, he owns an accounting and tax preparation business and works as an independent insurance agent. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis, applying these on a household basis to optimize tax efficiency.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

James D

CFP®, Series 63

Williamsport, PA

Kintra Wealth, LLC

James Dinsmore is a CFP® with 39 years of industry experience, currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Evergreen Wealth Solutions, Commonwealth Financial Network, Broker Dealer Financial Services Corp., and Liberty Mutual Insurance Co. He is also the head baseball coach at St. Joseph's Catholic Academy. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment process focused on tax efficiency and offers specialized features such as a business exit planning practice and institutional advisory services.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Rachael C

Series 63, Series 65

Williamsport, PA

Kintra Wealth, LLC

Rachael Clark is a financial advisor at Kintra Wealth, LLC in Williamsport, PA, holding Series 63 and Series 65 licenses with eight years of industry experience. Her prior roles include positions at C&N Bank, Psecu, Jersey Shore State Bank, and M&T Securities. Kintra Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering comprehensive wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment process that integrates planning and investment workstreams to optimize tax efficiency across client households.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Jake S

CFP®, Series 63

Warren, NJ

Kintra Wealth, LLC

Jake Schermerhorn is a CFP®-credentialed advisor with one year of industry experience, currently with Kintra Wealth, LLC. Prior to joining Kintra Wealth, he worked at Tupler Financial for three years and has additional experience at the University of Delaware, North Jersey Country Club, Oakland Pizzeria & Restaurant, and W's Bar & Grille. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and model-driven asset allocation with fundamental security analysis, applying these on a household basis to optimize tax efficiency and minimize duplicate holdings.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Tony D

Series 63

Marysville, OH

Kintra Wealth, LLC

Tony Dalton is a financial advisor with Kintra Wealth, LLC, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, McCarthy & Cox, Massachusetts Mutual Life Insurance Company, and MSI Financial Inc. He also engages in fixed insurance sales, dedicating a small portion of his work time to this activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional consulting.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

John C

Series 63, Series 65

Austin, TX

Kintra Wealth, LLC

John Courville is a financial advisor at Kintra Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Rembrandt Financial Group LLC and Equitable Advisors, LLC. Before entering the financial sector, he spent five years with Idea Public Schools. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and integrates a model-driven investment process with fundamental security analysis, applying strategies to optimize tax efficiency across client households.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Amanda S

CFP®, Series 65

Marietta, GA

Kintra Wealth, LLC

Amanda Standard is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Kintra Wealth, LLC and has held positions at Commonwealth Financial Network, Tupler Financial, Hightower Advisors, and several other firms. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering comprehensive wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven investment process combined with fundamental security analysis and integrates planning with investment management to optimize tax efficiency and portfolio construction.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Catherine F

Series 65

Williamsport, PA

Kintra Wealth, LLC

Catherine Farley is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at firms including Oxford Financial Group and OBS Financial Services. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, integrating planning and investment workflows to optimize tax efficiency and account consolidation.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Timothy J

Series 66

Cambridge, MA

Kintra Wealth, LLC

Timothy Jun is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 13 years before joining Kintra Wealth in 2026. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm applies a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional collaboration.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Joshua M

CFP®, Series 63, Series 66

Warren, NJ

Kintra Wealth, LLC

Joshua Murray is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC since 2026. He previously worked at Commonwealth Financial Network and Tupler Financial for 11 years. Outside of his advisory work, Murray coaches girls lacrosse in Madison, New Jersey. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis, implementing strategies to optimize tax efficiency on a household basis.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
user avatar

Melissa H

CFP®

Greenville, RI

Kintra Wealth, LLC

Melissa Henderson Mcstravick is a CFP® professional affiliated with Kintra Wealth, LLC, located in Greenville, RI. She has experience working with Fidelity Investments and Grimes & Company, Inc., with a total industry tenure beginning in 2018. Kintra Wealth serves individuals, families, trusts, and institutional clients by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment approach combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory roles.

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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