While each member of our close-knit and collaborative team brings different areas of expertise, our common focus is on you – and how we can best apply our individual knowledge and experience to serve your goals and needs. While we collectively serve as the one central point for all of your financial matters, we invite you to consult us on any important aspect of your life that can benefit from the trusted guidance of people who know and care about you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
We are very connected to our clients – and want to help them plan for and make the most of what's important in their lives.
The Kairos Wealth Advisors team