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9710 Monroe Street, Cockeysville, MD 21030

443-608-5490
info@kinnectadvisors.com
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Why Kinnect Advisors

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Building Confidence for Your Independence

As an Independent financial advisor, you can enjoy the freedom and flexibility to run your business the way you envision it. But running a practice introduces new challenges as well as opportunities. With Kinnect Advisors, you’ll get the guidance, support and resources you need to build your business and feel confident in your independence.

Empowering You to Focus on What Matters

Empowering You to Focus on What Matters

The daily demands of running your own practice can impact your ability to focus on what you enjoy most about your work — your clients. From turnkey marketing to full back office support, compliance oversight and more, we help take work off your desk so you have more time to do what only you can do.

Leading the Way in Technology

Leading the Way in Technology

We leverage our experience and strategic partnerships to deliver industry-leading technology platforms that give our network of advisors an extra edge in this competitive industry. Stay ahead of the curve with the tools and support you need to build a practice with the technological infrastructure your clients need.

 Tailored Solutions for Clients' Every Need

Our tailored wealth management solutions empower you to offer personalized strategies to help your clients achieve their financial goals. Our experienced advanced planning team delivers comprehensive planning solutions that prepare you to offer helpful guidance to your clients. If you're ready to gain confidence in your independence and provide exceptional service to your clients, let's connect today.

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Comprehensive Practice Management Tools & Resources

Start scaling your business with our comprehensive support and guidance.

Human
Resources

To run a successful practice, you have to take care of your own, but this can take time and expertise you simply don’t have. We offer remote payroll set up and processing, group healthcare for W2 employees and more.

 Backoffice Support

Keep your focus on your clients with our extensive backoffice support, including everything from advanced portfolio management, to account openings, asset transfers, compliance support, tech support and more.

 Practice Development

What’s next for you and your business? Whether you’re just starting out or you’re a talented ensemble, we’ll empower you to take your practice to the next level. We offer personalized coaching and guidance from representatives dedicated to your growth needs.

Onboarding Assistance

Whether you’re onboarding a new client or a new advisor, this is typically a positive but time-consuming process. Through personalized support and training, we help optimize your internal processes, reduce errors and improve the client and advisor experience.

Greater Independence Starts Here.
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About Us

As an independent firm, we offer a wide range of services for your total financial picture.

About Us

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

Our Approach

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

Our Approach