Customized solutions for complex needs

Klingenstein Fields Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals.

Five of many reasons to work with us

Customized wealth and investment management for your situation

Comprehensive consulting and planning for your unique goals

Tailored solutions for what you want to accomplish

Proactive communication to keep you informed

A trusted partnership for your investment needs

News & Insights

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms

NEW YORK, N.Y., Sept. 28, 2021 (SEND2PRESS NEWSWIRE) --- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with... >

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor

NEW YORK, N.Y., September 21, 2021 (SEND2PRESS NEWSWIRE) – Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized... >

Selecting the Right OCIO

Missed our webinar on Selecting the Right OCIO Provider? Click to watch the replay on our YouTube Channel.... >

Who we are

Working with us

Past Events

Celebrating Our 30th Anniversary

Windy weather couldn’t keep more than 100 clients, partners, and colleagues from celebrating Klingenstein Fields Advisors (KF Advisors) 30th

Follow Us

LATEST TWEET