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

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

Kurtin Financial Advisers, LLC is an independent, single‑advisor firm that serves individuals—especially high‑net‑worth families—along with family trusts, estates, partnerships, corporations, and charitable entities. The firm offers continuous investment supervisory services, strategic wealth planning and implementation, and coordinates with other professionals on estate, tax, and fiduciary matters. KFA constructs custom, non‑model portfolios that often favor direct investments and cash‑flow‑oriented positions and may include public and private equity, fixed income, real property, and private placements. The firm routinely works with an unaffiliated sub‑advisor, Rahlfs Capital, LLC, for tactical equity and fixed‑income trading and combines fundamental, technical and behavioral analysis while acting under a fiduciary standard. Compared with many independent peers, KFA explicitly accepts charitable organization clients and incorporates charitable strategies and trustee oversight into its service mix—an uncommon client type for firms in this category. Clients receive dual access to both KFA and its sub‑advisor for oversight and education, and the firm documents operational practices such as encrypted file sharing, limited cloud use, and custodial safeguards in its business continuity and cybersecurity supplements.

To learn more about the advisors currently working at Kurtin Financial Advisers, 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.