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Our Core Beliefs

We believe that clients are best served when advisory teams do more than just manage their investments.

At Kathmere, we take a holistic view of our clients’ financial situation and work together to develop and follow a customized plan to achieve their goals.


We believe that clients are best served by a team approach to wealth management.

At Kathmere, our clients benefit from the full breadth of our specialized resources across various disciplines.


We believe that clients are best served by teams who have demonstrated a commitment to professional accreditation and education.

At Kathmere, our team is comprised of professionals that maintain credentials that are among the top in the industry and demonstrate a commitment to continued self-improvement and lifelong learning.


We believe that clients are best served by independent, non-conflicted advice that is in their best interest.

At Kathmere, we take our obligation to act “in the best interests of our client” seriously. We are independently owned and not tied to any investment products.


We believe that clients are best served when small company intimacy partners with large company resources.

At Kathmere, we partner with industry-leading institutions across trading, record-keeping, research, and investment management to bring our clients best-in-class services across the board.


We believe that clients are best served by advisors who are transparent about the fees for advice and services they provide.

At Kathmere, we clearly communicate from the beginning all compensation we receive from our clients.


We believe that clients are best served when innovative technology is used to positively impact their wealth management experience.

At Kathmere, we utilize the best in technology to help analyze, simplify, and manage our clients’ financial lives.


We believe that clients are best served by an Evidence-Based Investment process.

At Kathmere, we are evidence-based investors. Our approach is grounded in empirical research that has demonstrated what has (and has not) worked in investing over long periods of time.