The KPP Difference | Independent Financial Advisors

Choosing a Financial Advisor

When you begin the selection process for a financial advisor you will consider a lot of differentiating factors. KPP Financial prides themselves on three main components in which we set ourselves apart:

 

Technology | Parallel Investing | Accessibility

Technology

Not only do we utilize the latest investment technology when conducting research, but we also deploy the industry’s leading cloud based tools that allow us to deliver easy to understand answers to our clients in a convenient package.

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Riskalyze

We do not paint our clients into the standard risk boxes assumed by industry age guidelines; instead we use leading scientific theory to objectively pinpoint our client’s risk tolerance so that we can invest them in accordance to their comfortability with volatility.

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Adviser Express

By aggregating all of our client’s financial assets and liabilities, along with their various goals, we are able to lay out a roadmap to financial success.

Black Diamond’s® Client Experience

Utilizing Black Diamond’s® Award Winning cloud platform, we have customized an experience that allows clients full access to view their account information anywhere, in an elegant and mobile friendly suite.

Parallel Investing

Parallel Investing is a simple concept that provides assurance that our decisions, on behalf of our clients, are free from conflicts of interest. Put simply, every investment we buy or sell for clients is purchased or sold for one or more of the principals of KPP Financial as well, at the same price, on the same day and at the same percentage of the portfolio. So we never make an investment decision for our clients that we would not make for ourselves. This is a rare practice in our industry, but we feel it is crucial to our success as trusted financial advisors and fiduciaries.

This assures that our clients share in our success, as they become our parallel investment partners.

Accessibility

Choosing an investment advisor can be a difficult task due to the complexities of the industry and topic at hand. As a boutique independent financial advisor we are able to streamline our communication and allow clients unparalleled access to our advisors.

Client Reviews

Unlike most of the big Wall Street firms, clients have quick access to all the qualified financial advisors at KPP Financial. Either through an in person meeting, Skype or FaceTime Video Call or simply a phone call, clients can easily schedule in depth discussions with a financial expert to hash out their path to achieve any financial goal.

Weekly Premium Newsletter Email

All clients get our KPP Financial Premium Newsletter for free delivered to their inbox weekly. The Newsletter contains Market Insights, Portfolio Management Tips, Stock Ideas and Personal Finance Advice. This gives our clients consistent updates on market news and trends from their most trusted source, their Independent Financial Advisor.

InvestTalk Daily Radio Show

Hosted by Steve Peasley, President & Justin Klein, CEO, InvestTalk airs every weekday on radio and podcast. Clients can tune in and hear their current views of the market environment and gives them access to the valuable financial guidance needed to reach their goals.

We’re Happy to Answer any Questions.