Klein Wealth Management, LLC

Bryan Klein is a CFP® with 22 years of industry experience, currently serving as an advisor at Klein Wealth Management, LLC since 2019. He previously worked at Fidelity Personal and Workplace Advisors for eight years. Outside of his advisory role, he is a product manager at SSC Advent, a financial technology firm, where he provides software support and consulting. Klein Wealth Management serves individual investors, pension plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and integrated financial planning. The firm employs a flexible investment approach combining low-cost indexed funds with opportunistic active allocations, utilizing asset-allocation strategies informed by modern portfolio theory, business-cycle analysis, and technical factors.

Noah Strunk is a CFP®-certified financial advisor with 16 years of industry experience, currently with Klein Wealth Management, LLC. His prior roles include positions at SSC Advent, Kestra Private Wealth Services, Ward & Ward, and Fidelity Brokerage Services LLC. Outside of advising, he serves as Chief Financial Officer for Green Eyed Girls LLC, a retail distribution company. Klein Wealth Management serves individual investors, pension plans, trusts, estates, charitable organizations, and business entities, offering discretionary investment management and integrated financial planning. The firm employs a strategy based on low-cost indexed funds supplemented by opportunistic active allocations, combining asset allocation, modern portfolio theory, business-cycle tilts, and technical analysis to manage client portfolios.