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 serves individual investors, including high‑net‑worth clients, and provides advisory services to retirement plan sponsors and 401(k) administrators. The firm delivers discretionary portfolio management through LPL Financial’s Strategic Wealth Management custodial platform and offers retirement plan consulting, with financial planning incorporated into the overall advisory relationship rather than as a separate service. The firm’s investment process includes a proprietary Koinonia Financial Model — described as a moderate‑growth, contrarian approach that uses a ten‑year performance lookback to select actively managed mutual funds and emphasize diversification and principal preservation rather than index replication. Client suitability is determined by a risk tolerance examination and asset questionnaire, accounts are reviewed and rebalanced regularly, and advisory services are generally provided on a discretionary basis with custody and trade execution handled by LPL. Koinonia Financial is notable for operating as a solo advisor while managing approximately $101.5 million in assets for 321 clients, a high client‑per‑advisor ratio that is uncommon among similar supported firms. The firm’s reliance on LPL for custody, execution, and platform support (including access to proprietary SWM accounts and related services) and its explicit restriction of the Koinonia model to clients deemed suitable are additional features that differentiate its operating model from many peers.

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.