Our advisors are not compensated by commissions. Our fee-based model and corporate structure eliminates the predatory behavior that some commission driven brokers might display. Our team of advisors averages more than 20 years of experience in the finance industry and, combined, have more than 80 years of experience. They are all licensed securities representatives and are licensed with the state as registered investment advisor representatives with a fiduciary obligation to our clients.
The KR Wealth Difference
When you work with KR Wealth Management, you have a team of highly experienced financial planners motivated by your success. With both financial acumen and a shared desire for our clients to do well, we spend time to get to know our clients, to map out your goals, and to help you past any obstacles along the way. As coaches and teachers of finance, we enjoy seeing our clients succeed and excel.
Our advisors maintain the highest level of professional standards and each has an unblemished record with no disciplinary events. All undergo continuing education in the areas of estate planning, long term care planning, investments, tax law, etc. We are very involved in the support of our local communities, volunteering hundreds of hours per year and serving on boards of many non-profit organizations, as well as providing financial support for many worthwhile causes.