We are a Multi-Faceted, Fee-Based Investment Advisory Firm.

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Our Team

What Sets Kingsview Apart

Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology.

It goes without saying that an investor's specific needs should always be their advisor's foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client's interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.

Core Values
Proving We’re a Worthy Partner
We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.

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  • Flexibility

    Kingsview Partners is a boutique advisory firm with sizable partners, which allows us to adapt our strategies as appropriate. Our clients receive the “small firm” benefits of a custom financial plan, paired with the security provided by large custodial partners.

  • Objectivity

    Kingsview Wealth Managers are never obligated to push certain products and services. They are free to present all available options to investors and do not restrict offerings simply because they may be inconvenient, complex or difficult.

  • Transparency

    Kingsview Partners offers a truly independent platform for its advisors. As fiduciaries, our Wealth Managers can effectively mitigate conflicts of interest and provide investors with a clear understanding of the motivations behind their recommendations.

  • Accountability

    Kingsview Partners attaches great importance to the responsibility borne from our fiduciary duty. Kingsview Wealth Managers may serve up to 40% fewer clients than their peers, allowing them a greater opportunity to listen, plan and execute for the investor.

Who We Serve

People We Can Help

  • I want to start saving for retirement and I need help figuring out where to start.

    In the early stages of your investment life, you may experience a series of new beginnings—life events that call for the introduction of a financial plan. When that happens, it’s important to get a carefully crafted, personal financial plan—a roadmap that guides you toward your goals and aspirations.

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  • I’ve already made the transition to retirement but I could use a hand making sure I stay on track, so I don’t run out of money.

    As you're considering retirement, having expert financial advice becomes even more critical. That shortening timeline is now becoming highly relevant, but you still have the opportunity to make adjustments if you find yourself falling short of your goals.

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  • I have complex investment and tax planning needs and I want to leverage a team of experts to maximize my financial outcome.

    If you've followed your financial roadmap, remained disciplined and made good choices, you should have a healthy portfolio that generates the income to maintain your lifestyle. But it’s still important that someone keeps your eye on the ball, assessing how well your financial plan is working.

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  • I have complex investment and tax planning needs and I want to leverage a team of experts to maximize my financial outcome.

    Complex planning needs require a dynamic team of specified experts—like the team at Kingsview’s Private Client Service. Your fiduciary advisor will act as your personal CFO and deploy a team of specialists to build an approach tailored to your needs.