A complete list of active advisors currently associated with Kraft Financial, LLC

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

Kraft Financial, LLC provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, and charitable organizations, managing roughly $36 million across a small roster of client households. Services include personalized investment management, retirement income planning, ongoing comprehensive planning engagements, educational seminars, and college‑savings advice. The firm emphasizes diversification, cost control, and a long‑term perspective, constructing portfolios from a mix of passive and active ETFs, mutual funds, equities, fixed income, and structured products with periodic rebalancing. Client objectives are set using information on net worth, cash flow, insurance, and employee benefits, and accounts are managed on a discretionary basis; the brochure notes the firm does not trade options. A notable feature is that the firm’s principal is also a licensed insurance agent and may recommend commissionable insurance products, a dual role the brochure discloses and says is mitigated through fiduciary duty and client disclosure — a practice the firm characterizes as less common among independent peers. Operationally, the firm requires client custody at a single institutional custodian and generally focuses on households with substantial assets (the brochure indicates it typically will not take on new clients under about $1 million), contributing to a concentrated client base.

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