A complete list of active advisors currently associated with Kirtland Financial Management, Inc.

Warmer can help you find a great advisor at Kirtland Financial Management, Inc. or one who fits your needs even better.

Kirtland Financial Management provides investment advisory and financial planning services to high‑net‑worth individuals, their families, charitable organizations, and retirement plans. Services include portfolio management for individual clients as well as tailored financial planning delivered on both discretionary and non‑discretionary bases. The firm emphasizes an integrated, long‑term planning approach that examines a client’s income, household expenses, assets and liabilities to shape recommendations and an Investment Policy Statement when assets are managed discretionary. Portfolios are implemented using diversified allocations of equities, fixed income and investment‑company products and may be managed directly or through selected third‑party portfolio managers and wrap‑fee programs. Kirtland is notable among peers for managing a relatively large asset base for a small advisory team and for the firm’s principal also being a registered representative of a broker‑dealer and a licensed insurance agent — relationships the firm discloses as potential conflicts when commissionable products or insurance are recommended. The firm has operated as a registered investment adviser since 1999 and emphasizes CFP‑level planning and ongoing compliance and monitoring practices.

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