A complete list of active advisors currently associated with Krane Financial Solutions

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

Krane Financial Solutions provides investment management, financial and retirement planning, and consulting to individuals, qualified retirement plans, trusts, estates and business clients. The firm serves both individual households (including higher-net-worth clients) and plan sponsors, delivering portfolio management, retirement-plan advisory, financial planning, and business consulting (including a “CFO for Your Business” service). The firm implements a tactical allocation strategy and uses both fundamental and technical analysis to build customized discretionary and non-discretionary portfolios, employing cash positions, sector tilts and a mix of short- and long-term trades. Krane Financial discloses that it may recommend and use borrowing (margin) in separately managed accounts for certain clients, a practice that increases leverage, margin interest costs, and potential conflicts of interest. Krane Financial’s offering includes several education-focused features that are less common among peers: plan participant educational seminars, client newsletters, and public speaking engagements, along with a selective Financial Life Experience™ program for clients with more complex needs. The firm generally does not include alternative investments in standard allocations but will conduct due diligence reviews on client‑requested alternatives and provides business-focused consulting alongside its portfolio management services.

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