We’re Invested in You
As an independent Registered Investment Advisor (RIA), Klingenstein Fields Advisors (KF Advisors) is committed to serving our clients in an objective, transparent, and value-added manner. We are thrilled that James W. Fields, President & Co-CEO, was selected by Schwab to participate in its Invest advertising campaign. This program highlights the benefits and importance of working with an independent advisor and features individuals from leading advisory firms around the country. In several videos produced by Schwab, advisors describe what it means to be independent and invested in helping their clients. James discusses the time and effort that Klingenstein Fields Advisors devotes, listening to clients in order to understand their goals, objectives, and needs and to reflect that back to the client to build a mutual foundation from which to proceed. He also speaks about the importance of being available and present for clients on an ongoing basis. This allows us to stay attuned to any changes in situation or goals.
We are proud to have been invited to participate in Schwab’s advertising campaign this year, as it reflects our long-term dedication to delivering client-focused, unbiased wealth management solutions to individuals, families, and non-profit institutions. We look forward to continuing to serve you now and in the future. As always, we are here to help you stay on track to achieve your goals and objectives.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.