Secure Portal Access
Welcome to your central hub for wealth management and portfolio oversight. At KPP Financial, we provide our clients with industry-leading technology to ensure total transparency and real-time access to their financial world. To provide you with the most comprehensive experience, we utilize two distinct, secure platforms.
Please select the portal that matches your current needs.
1
Orion Planning
The Orion Planning portal is the interactive engine behind your customized financial roadmap. This dashboard allows you to visualize your entire financial life in one place, integrating managed accounts with external assets for a holistic view of your total net worth.
2
Charles Schwab
The Schwab portal provides the secure, bank-level infrastructure where your individual accounts are held. This platform is your direct link to the day-to-day activity of your brokerage and retirement accounts, offering a transparent look at your liquid assets.
The KPP Referral Program
The greatest compliment we can receive is a referral from a satisfied client. Our mission at KPP Financial and InvestTalk is to help as many people as possible achieve financial independence through disciplined, independent investing.
To show our appreciation, when you introduce a friend, family member, or colleague to KPP Financial, both you and your referral will receive a $250 billing credit toward your next quarter’s advisory fees once they become a client. This is our way of rewarding the community that helps us grow while providing your referral with a Complimentary Portfolio Review and the same high standard of care and transparency that you enjoy. Limits apply.
