A complete list of active advisors currently associated with Kitchensink Financial Planning, LLC

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

KitchenSink Financial Planning, LLC provides investment management and a range of financial planning services to individuals, families, closely‑held businesses, and nonprofit organizations. The brochure describes ongoing investment management alongside comprehensive, project‑based, and estate planning services, plus guidance on annuities and insurance. The firm’s investment approach emphasizes asset allocation and broad diversification, with explicit targeting of factor exposures (size, value, profitability in equities; term, default, and currency in fixed income) and implementation using low‑cost, tax‑efficient funds and disciplined rebalancing. Security‑level work is informed by fundamental analysis, while portfolio construction favors passive vehicles to limit internal expenses and turnover. Noteworthy aspects relative to peers include a common ownership affiliation with a tax preparation business, KitchenSink Tax Services, LLC, and coordination of tax preparation and tax considerations as part of client engagements (clients are not required to use the affiliated firm). The firm also offers flexible engagement models that many investment managers do not, including project‑based and hourly planning and an expressed willingness to work with clients regardless of account size.

To learn more about the advisors currently working at Kitchensink Financial Planning, 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.