A complete list of active advisors currently associated with Kirz, Paul H
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Paul H. Kirz provides financial planning and investment advice to individuals, small businesses, and non-profit organizations, covering retirement, estate, insurance, tax, long-term care, and college financing. Investment advice may encompass stocks, bonds, real estate, mutual funds, annuities, commodities, and options. He tailors services to each client’s needs and typically recommends diversified portfolios that emphasize no-load, low-cost index mutual funds and exchange-traded funds while acknowledging market, interest-rate, and other investment risks. Accounts are reviewed periodically, he accepts discretionary trading authority with a signed power of attorney but does not have custody of client assets, and he communicates results to clients on a regular basis. Kirz is a retired board-certified orthopedic surgeon who also holds CFP and enrolled agent credentials, combining medical, financial planning, and tax expertise in a solo practice. The adviser operates on a fee-only planning model, has no material affiliations with broker-dealers or product sponsors, and works with small business and non-profit clients — client types that are less common among small independent advisers.
To learn more about the advisors currently working at Kirz, Paul H, 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.
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