Supporting the community we call home.

As residents of the Kalamazoo area, our team doesn’t just work here – we call the city and its diverse neighborhoods our home. Living alongside our clients, friends and neighbors means we know where you come from and where you are today. As we get to know you, we can also help you get to where you’re going for your financial future.

In addition to helping individuals, we also believe it’s important to support the organizations that help make our community a better place. Here are a few special places our team has shared time, treasure and talents with.

Raymond James is not affiliated with any of the companies mentioned.

The most important investment we make is the time spent building meaningful relationships with our clients and helping them work toward their personal and financial goals.

– Stacy J. Caudill, AAMS®, CDFA® | Financial Advisor


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.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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