Financial Guidance Aligned with Your Values
Whether you’re saving for your child’s college education or planning for retirement, it’s important for you to know your finances are rooted in faith principles.
We’re proud to be a Dave Ramsey SmartVestor Pro.
At Klein Wealth Management, we believe you deserve an experienced financial advisor who puts your needs first. As an independent firm, we believe our clients trust us to deliver honest, transparent and objective advice to help them work toward their goals. For the last 23 years, we’ve helped families and individuals establish a financial plan that brings confidence.
Disciplined investment strategies focused on your long-term goals.
As a SmartVestor Pro, we follow Dave Ramsey’s straight-forward investment principles. We believe the best way to build wealth and plan for retirement is to eliminate debt and invest for the long-term. Our clients’ portfolios are structured around low-cost mutual funds (based on Nobel-prize winning research) and designed to help you save on unnecessary fees.
Over the last 23 years, our goal has been to help clients navigate challenging financial markets (2000, 2002 and 2008) with confidence in their long-term goals. We believe creating a disciplined, long-term financial plan can help you feel steadfast through market dips and swings.
JJ Klein, an LPL Financial advisor & SmartVestor Pro
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Klein Wealth Management or LPL Financial.
The Klein Wealth Management Difference
We hold ourselves to a fiduciary standard and act with only your best interests in mind.
We set honest expectations for investments.
We value your trust. We thoughtfully explain your investment options and focus on creating a disciplined long-term strategy.
We offer low fees and a transparent pricing structure.
Most people don’t know what their advisors charge. Our simple pricing structure is competitive and easy to understand.
We provide reliable and consistent communication.
We monitor your investments regularly and we’re always here to address your concerns.
We invest in high-quality investments.
Our investment portfolios are structured around low-cost mutual funds and designed to help you save on unnecessary fees.
Feel confident about your financial plan.
