A complete approach to financial planning.

KINDRED FINANCIAL PARTNERS

Our Core Values

Our Clients

  • We care about you and your family
  • We recognize the value of your hard-earned dollar
  • We believe in honest advice at a fair cost
  • We are aligned with YOUR goals
  • We work with generations and are honored to work with your family
  • We respect your time
  • We treat you like family – like our next of kin!

Our Team

  • We like to grow our business and enjoy working hard for you
  • We love to laugh
  • We embrace new technology
  • We are dedicated to lifelong learning
  • We are more than one person – you have a team
  • We are more than co-workers at Kindred Financial Partners - we consider each other family

We are Kindred Financial Partners – Cliff, Stacy, Mike, Jodi and Kasey

kin·dred

/ˈkindrəd/

Noun: one's family and relations

We are about long-term conservative growth and clients first.

– Paul Reilly | Chairman and CEO, Raymond James Financial


The Kindred Financial Partners team was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.

† The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of 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. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

 

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