“Excellent firms don’t believe in excellence – only in constant improvement and constant change.”
—Tom Peters, author of In Search of Excellence
At Klingenstein Fields Advisors (KF Advisors), we are always searching for ways to help us improve and better serve you. As part of this continuing effort, we are pleased to introduce our enhanced client portal and new KF Advisors app.
We encourage you to take a look at the portal by clicking here or you can go to the Client Login from the KF Advisors website. Once on the portal, set up your new account access via the following steps:
- Use your personal email as your User ID
- Click on “Forgot Password” to get a temporary password
- Once you have logged in, set up a new password
To get the KF Advisors app, please go to Google Play if you have an Android device, or the App Store for Apple devices, and search for “KF Advisors.” Once you have installed the app, use the same User ID and Password that you are using for online access, to log in to the app.