KPC Financial Solutions, LLC

Overview

KPC Financial Solutions, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual practitioner. The firm focuses on serving individuals and families, charging fees based on a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers. KPC also operates as an insurance broker, which complements its use of insurance products in client solutions. The firm reports a single-state footprint and does not identify as an active ESG investor. KPC describes itself as a capital allocator: it both manages client portfolios and directs allocations to third-party managers when appropriate. The firm lists an accountant among its industry affiliations, reflecting close ties to tax and accounting professionals for client service and coordination.

Assets & Accounts

Investments & Alternatives