Our History

KLS History

Founded in 1989 on the simple premise that financial advice should be uninfluenced by the incentive to sell products and holistic in nature, we remain true to our core principle today.  

Since our inception, KLS has operated under a fiduciary standard, never selling products and paid solely by our clients.  Dedicated to fully-integrated advice, innovative ideas, and personalized solutions, KLS advisors consider every aspect of our client’s financial affairs when designing and implementing strategies for wealth creation and preservation over multiple generations.

Our values:

  • We provide holistic advice that accounts for every aspect of our client’s financial affairs.
  • We are trusted, transparent fiduciary advisors with our client’s interests always first.
  • Our strategies are customized and creative, and reflect the individual needs and philosophies of each client.
  • We are strategic partners and personal managers for our clients, proactive in our approach.
  • We are a highly-disciplined manager deeply dedicated to rigorous follow-through and excellence in service.