A complete list of active advisors currently associated with Kraft Capital

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

Kraft Capital works with individuals, businesses, and charitable organizations to deliver investment management, financial planning, retirement plan consulting, income tax preparation, and educational seminars or speaking engagements. The firm is fee-only and provides portfolio management for individual clients, offering both project-based and ongoing planning engagements. The firm’s investment process emphasizes asset allocation and Modern Portfolio Theory, employing a mix of passive and active vehicles (stocks, bonds, mutual funds, and ETFs) tailored to each client’s goals and risk tolerance. Advisors typically manage accounts on a discretionary basis, produce written financial plans, and allow clients to impose reasonable investment restrictions in writing. Noteworthy for a small, recently established practice, Kraft Capital offers public and client-facing educational seminars and may include tax preparation or seminars as part of ongoing planning relationships—services that are less common among similarly sized supported firms. The firm also provides employer retirement plan advisory services and acts in a fiduciary capacity for plan sponsors, a capability not always offered by firms with comparable assets under management.

To learn more about the advisors currently working at Kraft Capital, 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.