A personal plan to help you prepare for life.

As we thoughtfully serve you, we keep two main objectives in mind during the creation of your personal financial plan and investment portfolio. Not only do we help you manage wealth over the course of your life, but also your plan is designed to help preserve your assets while generating a reliable income stream once you’re in retirement.

Our team’s high level of service and individualized attention help ensure that every aspect and detail of your financial life is handled fully, responsively and with the utmost integrity and respect. Additionally, we combine our professional experience and capabilities with the support and resources of Raymond James, one of America’s largest independent financial services firms not headquartered on Wall Street. The firm’s unique culture of independence allows us to make financial decisions based solely on your best interests, without the pressure to meet quotas or sell proprietary products. We believe this blend of expertise and resources helps ensure we can plan for your fulfilling retirement – how you define it.

The most important investment we make is the time spent building meaningful relationships with our clients and helping them work toward their personal and financial goals.

– Stacy J. Caudill, AAMS®, CDFA® | Financial Advisor


The Kindred Financial Partners team was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.

† The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

 

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