Kiplinger Wealth Advisors

Kiplinger Wealth Advisors is a registered investment advisor offering personalized financial planning and asset management services on both a discretionary and non-discretionary basis. The firm creates customized investment portfolios based on individual goals, time horizons, and risk tolerance, utilizing strategic and tactical asset allocation methods. In addition to investment management, Kiplinger Wealth Advisors provides comprehensive financial planning covering personal records, tax and cash flow, death and disability, retirement, investments, life insurance, and college planning. The firm also offers consulting services focused on specific financial topics, as well as retirement plan consulting for employer-sponsored plans. Kiplinger Wealth Advisors operates out of locations in Ohio and Tennessee.