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.
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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.
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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.
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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.
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Investment Management

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Retirement Income Planning

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Preservation Strategies

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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
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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
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Resources & Education

Financial Education

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Keep Politics Out of Your Portfolio

In our current environment, where political news comes from every direction, it’s important to remember the importance of impartiality in...

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    James P. Kniffen Portfolio Management, LLC is an investment advisor firm registered with the State of Florida and North Carolina and is a limited liability company (LLC) formed under the laws of the State of Florida. We may engage in discussions with prospective clients and serve clients in any state in the United States except the State of Louisiana.

    James P. Kniffen, CFP(TM) is the Managing Member, Chief Compliance Officer and only Investment Advisor Representative of James P. Kniffen Portfolio Management, LLC.

    The firm operates as a fee only fiduciary advisor to its’ clients. We do not sell insurance or annuities. We do not engage in tax planning or tax preparation. We do not provide legal advice nor engage in the practice of law. Information may be provided as a convenience and source of education for our clients and others. But you are encouraged to seek the assistance of a properly licensed tax or legal professional in these areas.

    Investing involves risk of loss. Past performance is not indicative of future returns. Forward looking statements are not guaranteed. No guarantee is expressed or implied.

    Investments are held at Charles Schwab & Co. Inc. (Schwab) in separate, individual accounts titled in the owners name and are not held at James P. Kniffen Portfolio Management, LLC. Account statements are provided directly by Schwab. Accounts are not comingled in any way. Clients are free to disengage James P. Kniffen Portfolio Management from their Schwab accounts at anytime without penalty.