Kroeger Financial Partners

Overview

Kroeger Financial Partners is an independent registered investment adviser organized as a corporation and owned by an individual principal. The firm serves both individual and family clients as well as some institutional relationships, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its advisory engagement model combines an asset-based fee schedule with the option for hourly charges, and the firm is also registered to sell other financial products. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, supplemented by select third-party alternative allocations. Kroeger does not position itself as a capital allocator or pension consultant; it is not an active ESG investor. The firm became SEC-registered in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices