A complete list of active advisors currently associated with Kintra Wealth, LLC

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

Kintra Wealth, LLC advises individuals, families, trusts, charitable organizations, foundations, retirement plans and corporations, and offers specialized services for privately held business owners through its EvergreenExits business-exit planning and for institutions through Kintra Institutional. As of December 31, 2025 the firm reported approximately $1.5 billion in discretionary assets under management, employs 27 advisors, and serves roughly 2,900 clients. The firm combines comprehensive financial planning—emphasizing life transitions beyond retirement—with discretionary portfolio management, typically constructing household-level allocations using proprietary models and a blend of active and passive strategies. Kintra may allocate portions of portfolios to third‑party managers or separate managed accounts, seeks tax‑efficient placement across accounts, and incorporates retirement‑plan consulting and multigenerational engagement into many client relationships. Noteworthy operational features disclosed in the brochure include flexible, negotiable fee arrangements (including blended subscription-plus-AUM options and an additional Platform Fee) and a custodial relationship with Fidelity Institutional Wealth Services that provides technology and transition support. The brochure also discloses potential conflicts of interest: some advisory personnel are registered representatives of an unaffiliated broker‑dealer and certain professionals transact insurance through an affiliated insurance entity, and the firm describes policies and disclosures intended to address those conflicts.

To learn more about the advisors currently working at Kintra Wealth, LLC, 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.