Guiding your wealth journey toward your goals and visions
At Kniffen Portfolio Management, we harmonize strategic financial planning aligned with our deep values of faith, integrity and transparency to empower you towards a fulfilling future.
Rooted in faith, family, and freedom
Who We Are
We delve into the world of finance with a tailored approach. Drawing from years of expertise, we aim to make finance more understandable, offering strategies tailored to your individual needs.
Ready to shape the path of your financial future?
We’re here to assist you every step of the way. Schedule a personalized consultation or contact us to learn more about our financial services.
Faith-Based Financial Service
What We Do
At Kniffen Portfolio Management, we offer expert financial advisory services that empower you to reach your financial goals with confidence. With our deep expertise and tailored approach, we demystify the intricacies of finance, presenting strategies that resonate with your unique circumstances.
Investment Management
Retirement Income Planning
Preservation Strategies
Tailored Wealth Approach
How We Work
Our approach is deeply personal, built on trust, open communication, and collaboration. We start by understanding you – your dreams, goals, values, and individual financial circumstances. Using cutting-edge tools like eMoney and tailored strategies, we guide you towards a clear and secure financial future. Our process includes the following.
- Discovery
- Strategize
- Implementation
- Review
Empowering Financial Futures
Who We Help
At Kniffen Portfolio Management, our partnership promises the confidence and peace of mind that comes from having a dedicated advisor truly invested in your financial journey. Over the years, we’ve been fortunate to guide a variety of clients. Our deepest connections often form with individuals aged 55-70 who value transparency, honesty, and simplicity, all while envisioning a rich and secure financial horizon. Some of the clients we’ve proudly served include:
- High Net Worth Individuals
- Pre-Retirees and Retirees
- Business Owners
- Veterans
- Faith-Oriented Individuals
Resources & Education
Financial Education
Helpful Articles
When planning for retirement, we often focus on the accumulation phase: saving diligently and investing wisely. We spend 40 or...
