A complete list of active advisors currently associated with Klein financial Advisors

Warmer can help you find a great advisor at Klein financial Advisors or one who fits your needs even better.

The firm serves individual clients and also provides advisory services to pension plans, businesses, trusts, estates, banks, and charitable organizations. It offers financial planning, portfolio management, and implementation of investment and insurance recommendations, billing on an asset-based, hourly, or flat-fee basis. The firm’s investment process relies on fundamental security analysis with a generally long-term orientation while allowing for shorter-term trades when appropriate; managed accounts are handled on a discretionary basis with daily monitoring and quarterly portfolio reports. Clients receive statements directly from custodians and are encouraged to compare those statements with the firm’s performance reports. The firm is licensed to sell life, health, disability, long-term care, and property/casualty insurance and may earn commissions when clients purchase insurance products it recommends, including placement through carriers such as Ohio National—an implementation-related conflict the brochure discloses. It also provides pension-plan consulting and works directly with pension plans, a service offering that is less common among similar independent advisers.

To learn more about the advisors currently working at Klein financial Advisors, 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.