Our History

Georgia Pangle
Managing Director Georgia Pangle
discusses the KLS Service Model

KLS was founded in 1989 on a simple premise: financial advice should not be influenced by the incentive to sell products. Remarkably, a novel idea at the time that is still rare today.

Unlike most financial service firms, which have grown into distribution channels for financial and investment products, KLS has remained committed to this core principle, and does not earn any incremental revenue as a result of the advice we give or the solutions we utilize. We have always had a set-fee arrangement and one clear incentive: to earn the trust and loyalty of our clients by adding value year after year.

Since our inception, KLS has advised clients on every aspect of their financial affairs, creating and implementing strategies designed to build and preserve their family’s wealth. Our shared values:

  • A culture of technical excellence
  • An advisor with no conflicts of interest
  • A manager who follows through on the details