A complete list of active advisors currently associated with Krehbiel Financial LLC

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

Krehbiel Financial LLC serves individual and family clients, including high-net-worth households, offering comprehensive and project-based financial planning, ongoing financial planning subscriptions, and investment management. The firm also facilitates estate-document preparation through an online estate-planning platform and provides business- and employee-benefit consulting as part of its planning services. For investment management, KF primarily constructs asset-allocation portfolios using low-cost index funds and ETFs while incorporating cyclical analysis as an overlay to inform timing and asset class exposures. Portfolios are managed under client-specific investment policy statements with discretionary authority for most accounts and quarterly reviews; the firm does not aggregate client trades into block orders. Compared with peers, KF is a small, two-advisor firm managing under $100 million for a modest client base and uses an uncommon planning-fee model that factors both income and investable assets. The advisory team includes a data-science professional in addition to a CFP®, offers an estate-document workflow via a third‑party platform, and discloses no third‑party compensation, no wrap or performance fees, and a policy of not voting client proxies.

To learn more about the advisors currently working at Krehbiel 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.