A complete list of active advisors currently associated with Kopka Financial, LLC

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

Kopka Financial is a small, independent registered investment adviser serving individual and high‑net‑worth clients through discretionary portfolio management, financial planning, and hourly consulting. The firm combines ongoing asset management with standalone planning engagements and occasional non‑discretionary advice. The firm’s investment work is tailored to each client and emphasizes customized, tax‑aware portfolio construction—noting that certain taxable accounts may be transitioned gradually over multiple years to avoid short‑term gains. It uses a mix of approaches (including fundamental and technical analysis and long‑ and short‑term strategies), monitors accounts on an ongoing basis, and conducts at least annual reviews. Compared with many solo advisers, Kopka Financial publicly documents ancillary services that are less common: the principal conducts public speaking and offers educational seminars to community colleges, caregiving groups, and widows’ organizations, and the brochure describes fee‑based annuity considerations as a potential client option. The firm is modest in scale—managing roughly $21.3 million for about 36 clients—and the principal’s prior roles at other advisory firms and access to institutional custodial research are highlighted in the brochure.

To learn more about the advisors currently working at Kopka Financial, 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.