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About Us

Kindred means family.

A Kindred Spirit is someone you trust and who you feel safe sharing something personal because you have the same belief, attitude or feeling.  Kindred Wealth Partners embodies that spirit as generations of families have trusted us to guide them through life’s challenging decisions.  

Kindred’s roots date back to 1976 when our founding partners created one of the first true wealth management teams in the business.  They knew then that a collaborative and specialized approach to guiding families was the best path forward.  We continue that tradition to this day, intent on simplifying your family’s financial needs and making your future as clear as possible.

At our firm, we have the client—and only the client—in mind.

Forbes named our team one of the Best-In-State wealth management practices in its inaugural 2023 ranking*.  You would be hard-pressed to find another team of advisors with the breadth of knowledge and experience of Kindred Wealth Partners.  Along with our collective 100+ years of experience in the financial services industry, our team includes two CPAs (non-practicing), a Chartered Financial Analyst, and several Certified Financial Planner™ and professionals.  

Our commitment to expanding our knowledge continues as team members pursue additional coursework and designations.  However, more important than our résumés is how we apply this experience to benefit our clients.

We would love the opportunity to learn how we may be of service to you and your family. 

"Research provided by SHOOK Research determined this ranking based on an algorithm of qualitative and quantitative data. The advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. For 2023 there were 39,007 nominations received, 22,243 invited to complete an online survey, 17,546 telephone interviews, 3,557 in-person interviews, and 1,361 web-based interviews. SHOOK is completely independent and objective and does not receive compensation from the advisors, Firms, the media, or any other source in exchange for placement on a ranking. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.  Neither Kestra IS or Kestra PWS are affiliated with Forbes or SHOOK research." 

Meet Our Team

Client Centered

Client Centered

Whether you are constructing your first financial plan, or devising estate plans to preserve your wealth and safely pass it along to your heirs, our personalized service focuses on your specific situation and end goals.

 With over 100 years of experience in the financial services industry, our team of professionals can assist you over the course of your entire journey.  We look forward to working with you.