Muntz Financial, LLC

Kimberly Thomas is a financial advisor with Muntz Financial, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Muntz Financial in 2025, she worked at Thrive Capital Management, LLC and Creative Wealth Management, LLC, among other roles. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach and offers portfolio management and tailored advice across a broad range of securities and vehicles.

David Muntz is a financial advisor at Muntz Financial, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Muntz Financial since 2007. Outside of his advisory work, he serves as a board member and treasurer of The McKeown Foundation, a nonprofit supporting families dealing with Alzheimer's and dementia, and volunteers as a little league softball coach in Warrington, PA. Muntz Financial provides fee-only investment advisory services to individuals, trusts, estates, plans, corporations, and private funds. The firm employs a core-satellite investment approach using fundamental, technical, cyclical, and charting analysis and offers management of private equity, limited partnerships, and pooled investment vehicles.

Dylan Smith is a financial advisor at Muntz Financial, LLC with a Series 65 designation and no prior industry experience. He has a background in real estate, currently working as a licensed real estate salesperson with J. Carroll Molloy Realtor, LLC. Outside of finance, he has several years of experience in roles related to golf clubs and landscaping. Muntz Financial provides fee-only investment advisory services to individuals, trusts, plans, corporations, and private funds, using a core-satellite investment approach that incorporates fundamental, technical, cyclical, and charting analysis for a range of strategies. The firm also manages private equity and pooled investment vehicles, serving both retail and non-retail clients.