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

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

The firm provides financial planning and discretionary portfolio management to individuals and high‑net‑worth clients, covering areas such as college savings, retirement planning, investment analysis, and distribution strategies. It also offers educational seminars and speaking engagements for organizations and the public; these presentations are strictly educational and do not provide individualized advice to attendees. The firm’s investment approach is primarily passive, constructing asset‑class weighted portfolios using index mutual funds and ETFs to emphasize low internal costs, minimal trading, and relative tax efficiency, while supplementing that approach with fundamental and technical analysis when appropriate. Account supervision is discretionary with periodic reviews, and the firm can advise on held‑away accounts through a third‑party provider (Pontera), aggregating those assets into reporting and AUM without ever storing clients’ online credentials. Noteworthy distinctions include the firm’s very small client base and modest AUM, its practice of charging for an initial investment plan (a step many advisers do not provide or do not charge for), and the inclusion of held‑away assets in reported AUM via third‑party aggregation. The firm’s principal has an engineering and proprietary‑trading background and continues to apply technical and technology‑driven tools to portfolio oversight and client reporting.

To learn more about the advisors currently working at Lockstep 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
Kendell Phillip	Odenton, MD	5

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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.

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