A complete list of active advisors currently associated with KingsMark Private Financial Advisors, LLC

Warmer can help you find a great advisor at KingsMark Private Financial Advisors, LLC or one who fits your needs even better.

KingsMark serves individuals (including high‑net‑worth clients), trusts, corporations and retirement plans with financial planning, consultations, and ongoing portfolio management. The firm offers both full and modular financial plans and provides retirement‑plan consulting and participant‑level education in addition to discretionary and non‑discretionary investment management. Its investment approach emphasizes fundamental analysis and asset‑allocation models, with continuous monitoring, rebalancing and a mix of long‑ and short‑term strategies. Notably, the firm’s listed investment toolkit includes derivatives—covered and uncovered calls and put options—and it may use margin or borrowing in separately managed accounts. KingsMark discloses affiliations with accounting professionals who provide accounting and tax services through separate businesses, a relationship the firm treats as a potential conflict and manages through disclosure and policies. The firm also provides ERISA fiduciary consulting to plan sponsors for non‑discretionary advice and maintains relationships with multiple custodians and third‑party managers to implement client strategies.

To learn more about the advisors currently working at KingsMark Private Financial Advisors, LLC, 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.