A complete list of active advisors currently associated with Kreiner Financial Wealth Management, Inc.

Warmer can help you find a great advisor at Kreiner Financial Wealth Management, Inc. or one who fits your needs even better.

Kreiner Financial Wealth Management, Inc. provides fee-based financial planning and consulting primarily to individual clients, delivering tailored plans and a menu of stand‑alone analytical reports to document objectives and recommended actions. The firm does not custody or directly manage client assets; clients seeking portfolio management are referred to third‑party managers. The firm’s planning services are billed on an hourly or fixed‑fee basis rather than through a direct percentage‑of‑assets charge, and engagement outcomes are communicated through periodic reviews and written reports. When investment management is appropriate, the firm evaluates and recommends third‑party managers, acts as a liaison, and monitors those managers’ performance without exercising trading discretion over client accounts. Distinctive features include an affiliated insurance business operated by a firm principal—who spends roughly half of their time on those activities—and a program of public educational seminars and workshops. The firm discloses that it receives referral and incentive compensation from certain third‑party money managers and describes procedures intended to mitigate the resulting conflicts of interest.

To learn more about the advisors currently working at Kreiner Financial Wealth Management, Inc., 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.