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Independent Thinking, Shared Success

KPP Financial is an independent advisory firm that brings together top talent to enhance your investment strategies. We offer a wide range of nationwide services, including investment programs, educational resources, and retirement planning.

Why KPP Financial?

Larger firms may offer value, but they often have high fees and limited advisor interaction. As a boutique firm, we provide full access to our leadership team, 100% fee transparency, and accountability through "parallel investing," where we invest alongside you.

Why KPP Financial?
What is Parallel Investing?
KPP Financial_Why KPP

Our Investment Programs

Explore KPP Financial's investment programs. Take our Risk Questionnaire to determine your risk tolerance and find the right program for you.

1. The Aggressive Investor

Our aggressive strategies maximize returns through flexible management and targeted growth in quality companies and asset classes.

Capital Growth

2. The Moderate Investor

Our moderate strategies focus on value-oriented diversification and income, balancing market exposure with risk protection.

Income Producing

3. The Conservative Investor

Our conservative program invests in quality fixed-income securities, emphasizing steady yields and limited interest rate risk.

Capital Preservation
RISK QUESTIONNAIRE

Unlock Financial Potential

Get a free portfolio review. Unlock financial success with our expert team.

 

Submit your portfolio details. We'll reach out to set up a virtual consultation.

Our Educational Services

Explore the wide range of educational possibilities offered by KPP Financial, designed to enhance your personal investment strategies. 

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InvestTalk Podcast

With over 50 million downloads, the InvestTalk Podcast allows listeners to engage in live discussions and ask their most pressing financial questions.

KPP Financial Premium Newsletter

Our Premium Newsletter offers exclusive insights and economic analysis from our leadership team, delivered directly to subscribers' inboxes.

Office Hours

Office Hours offers subscribers exclusive weekly hour-long sessions featuring in-depth market analysis and live Q&A with KPP Financial's CEO, Justin Klein.

Financial Planning Services

Our services are comprehensive and results-driven. Experience the financial benefits of partnering with KPP Financial.

1. Retirement Solutions

Collaborating with our leadership team, you'll receive a personalized retirement plan tailored to your financial needs.

Retirement

2. Income Generation

Our income-generation strategies will weave into your investment approach, enhancing your portfolio and maximizing results.

Income

3. Estate Planning

We partner with Trust & Will to offer estate planning services that protect your assets and preserve your wealth for future generations.

Estate Planning
Financial Planning

Our Leadership Team

With over 80 years of experience, our leadership team works directly with clients to ensure quality investments are made on their behalf.

OUR TEAM

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Justin Klein

CEO