About Us

Kindred Wealth is a financial advisory practice originally founded in 1990. The Business has grown substantially over the years to is current team of eight financial advisors and nine staff members. We believe in the power of our team working together alongside our clients. Our advice and investment approach is regularly vetted by the team to build and deliver the best possible service and outcomes for our clients. Our team of eight investment professionals in includes 4 CFPs, 3 CLUs, 2 ChFCs, 5 APMAs, a CFA and a PhD, and over 100 years of investment experience. The Kindred Wealth service model is built around providing ongoing advice. We do our best work in a trusted relationship with clients. We work collaboratively with clients on a broad array of complicated facets of the financial lives.