What Makes Us Different
Your financial path will be filled with peaks and valleys. We are qualified to help you navigate those highs and lows in the most strategic and effective ways, thanks to the King Wealth Planning Advantage. It is our exclusive combination of analysis and ideas that include:
Our personal and professional philosophy and values.
We put you first and are committed to helping you succeed.
We also have a concierge team that can handle everything from finding old account information to finding your next adventure.
We use new data and your dreams to create personalized spending and investment plans.
High-touch technology services; ongoing educational opportunities and events.
We also take care of the little things, like filling out paperwork and helping you navigating outside institutions. Our goal is to make it easier for you to enjoy your life.
Our Philosophy and Values
The heart of our value system: Trust.
Since our founding more than three decades ago, we’ve worked with hundreds of individuals and families all over the country. It’s been our experience that the one quality they look for above all else in their financial planning relationship is trust. As wealth managers, we deal with the most personal and critical aspects of our clients’ lives, which is why it’s imperative that they trust us to act first and foremost in their best interests.
Strategic Partners
Mariner advisor Network
At King Wealth Planning, we utilize resources from Mariner Advisor Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.
