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About Us

Focusing on Your Financial Health & Independence

Clarity. There’s nothing quite like having a sense of where you are, where you want to be and how to get there. Our firm’s independence is the key to our success of finding an appropriate solution for our clients. Your life and the financial landscape are in a constant state of movement and change. Why should your financial plans be any different?

At Kinnect Advisors, we create fluid financial plans designed to move you from a state of uncertainty to clarity and confidence. We actively collaborate as a team to help ensure your plan moves and grows with you on your journey toward financial health and independence. We focus on you, your family, your goals, and your definition of financial success. We bring clarity to our clients’ financial lives through comprehensive planning and detailed organization, so you can take confident action that helps you make progress toward your goals.

Our Mission

To help our clients define THEIR vision of financial independence and then relentlessly pursue that goal. We educate our clients and provide comprehensive advice that can be found by bringing the financial marketplace to them and not just the products of one company. Our client’s independence is secured by our independence.

All of Us, Working Together

All of Us, Working Together

When you work with one of us, you work with all of us. Together, we have nearly a century of experience and insights. Ours is a culture of collaborative planning because we believe you’re in better hands when you’re in more than just one pair. 

Inspiring Confident Action Through Organization

Inspiring Confident Action Through Organization

There’s no shortage of financial tips and advice out there, and, yet, it can be hard to know what’s best for your unique journey. We bring foundational clarity that inspires confident action and helps you make progress toward your goals.

Our Core Values: The Foundational Pillars

Collaboration

If you work with one of us, you can get the benefit of all of us working behind your recommendations. Our culture of collaboration helps foster ideas and can help keep advice far from the echo chambers. 

Process

Organization makes action possible. Our comprehensive planning process provides the foundational clarity that helps people take action and make progress on their goals.

Independence

We’re not limited to certain products. Independence allows us to advise according to your goals. We have the flexibility to pursue what’s best for you in every circumstance.

Education

Our holistic, educational approach doesn’t just leave clients with our insights; we explain the thinking behind them so you can act with confidence and decisiveness. 

Our Approach

In a culture of collaboration, we leverage our combined experience and expertise to help you move toward financial wellness.

Our Approach

Our Team

As a team, we have nearly a century of combined experience. When you work with one of us, you work with all of us.

Meet the Team

Contact Us

Ready to get organized and move toward total financial wellness and independence? Let’s get started.

Contact Us Today