KROEGER FINANCIAL PARTNERS

Overview

Kroeger Financial Partners is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, with primary advisory activities focused on financial planning and portfolio management for individuals and small businesses. Its client-fee model combines a percentage-of-assets-under-management charge with hourly fees, and the firm also engages in other financial product sales. The adviser is not positioned as a capital allocator; instead it integrates third‑party products and managers into client portfolios. It does not identify as an active ESG investor, and it is not described as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives