KMR Wealth Advisory, LLC

KMR Wealth Advisory is a Registered Investment Advisor established by Kristin Rasmussen after more than 20 years experience in the financial services industry, and 16 years as a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. KMR Wealth Advisory provides personal wealth advisory and financial planning services for clients who want to retire and focus on what is most important to them.

KMR Wealth Advisory provides service on a non-discretionary basis encouraging advisor and client to work closely together in a long-term relationship. As a RIA (Registered Investment Advisor) KMR Wealth Advisory is held to the highest standard of client care - a fiduciary standard. As a fiduciary, clients interests come first and we fully disclose any potential conflicts of interest.

KMR works with clients to recognize factors affecting their wealth that might otherwise might not be seen. This insight can help clients make  the best decisions for themselves.  Our process combines a high degree of ongoing study a client's unique goals and objectives to enhance the  overall experience of working with a financial advisor.

Specializing in financial planning and wealth management for retirement income needs means we help clients address having money to support  their lifestyle, mitigating taxes, protecting wealth, passing wealth according to their wishes, and maximizing the impact of any charitable giving.

KMR Wealth Advisory is located in San Luis Obispo, CA and serves clients locally, state wide, with a few clients nationwide

Experience, education, and ethical  service are a powerful combination that may help enhance chances of long term financial success. If you would like to explore working with KMR Wealth Advisory please don't hesitate to contact us.

 

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