Financial Planning Consulting

Kehrer Bielan believes that financial profiling, planning and holistic advice are the future of our industry. Competitive pressures and the need to offer value beyond investment selection has firms recognizing that financial planning should be a core value proposition.  Kehrer Bielan helps firms looking to adopt a holistic advisory approach develop and implement processes and tools to transform their business and to gain adoption of financial planning into their advisors’ practices.

 

For more information contact leigh.vanheule@kehrerbielan.com.

Financial Planning Consulting Clients

  • Arvest Wealth Management
  • Centier Financial Partners – a member of Cetera Financial Institutions
  • Huntington Financial Advisors
  • Key Investment Services