A complete list of active advisors currently associated with Kreitler Financial LLC
Warmer can help you find a great advisor at Kreitler Financial LLC or one who fits your needs even better.
Kreitler Financial serves individuals (including high‑net‑worth clients), business entities, charitable organizations, pension and profit‑sharing plans, trusts and estates, providing discretionary and non‑discretionary investment advisory and portfolio management as well as standalone financial planning and consulting. The firm also discloses that certain representatives are licensed insurance agents and may offer insurance products on a commission basis when requested by clients. The firm typically recommends allocations across mutual funds and ETFs, individual equities, bonds and other fixed‑income securities and employs fundamental, technical and cyclical analysis with both long‑ and short‑term trading strategies. Kreitler treats cash as an asset class, will use DFA mutual funds (which may have limited transferability), offers ESG portfolios only upon client request, provides reporting via Tamarac/eMoney, and states it uses AI tools under a formal AI policy with human review of outputs. Kreitler’s brochure highlights operational relationships that distinguish it from many peers: it generally recommends Raymond James as custodian and discloses receipt of support services from broker‑dealers, participation in Raymond James’ donor‑advised fund program (with potential compensation), and the use of third‑party platforms for fee and reporting processes. Those custodial and product access arrangements, together with the firm’s written disclosures about AI use and DFA fund limitations, are notable governance and operational features relative to many similarly sized advisory teams.
To learn more about the advisors currently working at Kreitler 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.
Name |
Location |
Years of experience |
|---|---|---|
New Haven, CT
| 21
| |
New Haven, CT
| 17
| |
New Haven, CT
| 7
| |
New Haven, CT
| 15
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)