A complete list of active advisors currently associated with Klimis & Associates Advisory, Inc.

Warmer can help you find a great advisor at Klimis & Associates Advisory, Inc. or one who fits your needs even better.

Klimis & Associates Advisory, Inc. provides customized financial planning services for individuals, including high‑net‑worth clients, typically resulting in a written financial plan that addresses investments, insurance, retirement, and related topics. The firm gathers quantitative and qualitative information and uses computer‑generated reports to tailor recommendations to clients’ objectives, family situations, and risk tolerance. The firm’s advisory work is planning‑focused: it makes general recommendations about investment categories and diversification but does not trade or manage client accounts on a discretionary basis. Clients who want help implementing the plan commonly use the services of an affiliated broker‑dealer or implement recommendations independently, and the adviser does not maintain custody or discretionary authority over client portfolios. Klimis & Associates’ advisers are also registered representatives and principals of an affiliated broker‑dealer and hold multiple securities registrations and insurance licenses, so implementation through that broker‑dealer can involve commissionable sales and other compensation disclosed in the brochure. The firm requires its planners to hold the CFP designation and emphasizes broad diversification (including global exposure) while relying on planning fees rather than percentage‑of‑assets billing.

To learn more about the advisors currently working at Klimis & Associates Advisory, 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.