Kiper Wealth Advisors
Offering personal financial solutions for your peace of mind. Kiper Wealth Advisors is a full-service investment advisory and portfolio management firm. We are Accredited Investment Fiduciaries, providing personalized, unbiased investment advice, putting your interest first. We are focused on you, your goals, and how to reach them.
Meet Your Advisors
Founded in 2003, Kiper Wealth Advisors is a client focused investment firm.
Holly M. Kiper-AIF® President
Licenses : Series 7/ 63 licenses, licensed as an independent insurance agent.
Series 7 licensed since 1996. Accredited Investment Fiduciary® 2015.
•Portfolio Manager-includes directing the investment and re-investment of assets in client accounts on a discretionary basis as an investment advisor representative through Sigma Planning Corporation. Customizing investment portfolios for clients based on risk tolerance and investing objectives, monitoring the portfolio’s performance on an on-going basis, and re-balancing the portfolio as needed due to changes in market conditions and financial circumstances.
•Financial Planning and Consulting Services-advice on general issues relating to such topics as financial management, risk management, asset allocation, investment research, estate planning, tax issues, retirement planning, educational funding, goal setting, or other needs. Also includes preparing or updates written segmented or comprehensive financial plans.
Volunteer Experience & Causes:
National Kidney Foundation
Girl Scouts of Kentuckiana
Ronald McDonald House
Todd Kiper-AIF® President Founder
Licenses: Series 7, 65, 63, and 31, licensed as an independent insurance agent.
As a financial advisor I customize client accounts based on risk tolerance and objectives. I monitor the portfolio for risk and performance, and rebalance due to changes in market conditions, customer tolerances, and objectives.
I have had a focus on credit markets for 15 years and advise small and medium size firms on their fixed income portfolios. Services include recommendations on security selection, allocation, research and execution.
Organizing, Protecting & Growing Your wealth.
Our process
- Organize-Your financial life by identifying your needs, stating your goals, and organizing your assets.
- Formalize-Your goals, risk tolerance, time horizon and asset allocation with a personalized Investment Policy Statement. Your Investment Policy Statement serves as a road map of our relationship.
- Implement-Portfolio construction based on your risk tolerance, objectives, and market conditions.
- Monitor-Your plan, adjust as needed for market conditions, risk tolerance, objectives and time horizon.