A complete list of active advisors currently associated with Koinos Financial

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

Koinos Financial provides wealth management and investment advisory services to individuals, high-net-worth and ultra high-net-worth individuals, small businesses, and charitable organizations. The firm offers ongoing investment management on both discretionary and non-discretionary bases, standalone financial planning, project-based planning engagements, and group educational seminars and speaking engagements. Koinos operates as a fee-only adviser and describes its investment process as asset-allocation driven, grounded in modern portfolio theory and a mix of passive and active strategies, with the option to incorporate socially responsible (ESG) considerations. Clients can impose written investment restrictions, grant limited discretionary authority via a power of attorney, and receive periodic account reviews while custody and trade execution are handled through recommended custodians. Distinctive features in the brochure include the firm’s delivery of public educational seminars and the availability of fixed-fee, project-based financial planning and seminar engagements—services that are less common among firms of this profile. The firm also highlights individualized portfolio management for private clients and explicitly does not act as a private fund adviser; it presents these offerings as part of a recently formed, single-entity advisory operation.

To learn more about the advisors currently working at Koinos 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.

Name	Location	Years of experience
Mathew Eardley	Boise, ID	0

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