Dedicated to pursuing the future you envision.

You’ve worked hard to deserve only the highest level of professional wealth management and personal client service. That’s why our team applies more than 60 years of combined experience to guiding multiple generations of families through every aspect of their financial lives.

We are honored that the majority of our clients come to us through referrals. These introductions from current clients and tax and estate planning partners serve as indicators for the satisfying experience you can also expect from our knowledgeable and caring team.

Our mission is to manage your financial needs with integrity, intelligence and diligence – so you’ll have more time to focus on the people and endeavors that matter most in your life.

We believe that putting the financial well-being of our clients first ultimately serves the best interests of our shareholders, our communities and ourselves.

– Tom James | Chairman Emeritus, Raymond James Financial


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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