A complete list of active advisors currently associated with Koinonia Financial

Warmer can help you find a great advisor at Koinonia Financial or one who fits your needs even better.

Koinonia Financial provides discretionary investment management and retirement plan consulting to individuals, including high-net-worth clients, as well as plan sponsors and 401(k) administrators. Advisory services are delivered through an LPL-sponsored Strategic Wealth Management custodial platform, and advisors also offer brokerage and insurance products through their registrations with LPL. The firm uses model-driven portfolio construction and a proprietary KFM Model (restricted to clients deemed suitable) that takes a contrarian, ten‑year relative‑performance approach and emphasizes professionally managed mutual funds for moderate growth objectives. Investment decisions draw on fundamental, technical, cyclical and charting analyses, with regular monitoring and rebalancing; financial planning is incorporated into the ongoing advisory relationship rather than offered as a separate stand‑alone service. Koinonia Financial stands out for an unusually high client-to-advisor ratio—serving more than 300 clients through a small advisory team—which indicates substantial reliance on model portfolios, the custodial platform and scaled operational support. The firm also provides ERISA‑level retirement plan consulting when engaged for ongoing monitoring and receives non‑cash support and platform resources from its custodian, factors that can influence execution and potential conflicts of interest.

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