A complete list of active advisors currently associated with Kane Financial Planning

Warmer can help you find a great advisor at Kane Financial Planning or one who fits your needs even better.

Kane Financial Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, addressing cash flow, retirement, college funding, tax and estate matters as well as divorce-related planning. The firm also delivers investment consultation and implementation support as part of its broad-based planning engagements. The firm’s investment approach emphasizes a long-term, globally diversified strategy that blends fundamental, technical and cyclical analysis and seeks tax-efficient, low-cost vehicles such as mutual funds and ETFs when appropriate. Portfolios are implemented under written investment guidelines, managed on a discretionary basis, and reviewed regularly with the option for non-periodic updates when client circumstances change. Distinctive features include a regular program of educational seminars and workshops—offered both complimentary and sponsor-supported—which the brochure notes are educational in nature rather than product sales, an offering that is uncommon among peers. The practice is boutique in scale (managing roughly $6.2 million for a small number of clients) and discloses the principal’s outside role chairing an investment committee for a nonprofit (4–6 hours per month), a background item highlighted in its regulatory filing.

To learn more about the advisors currently working at Kane Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.