Kirchner Financial Group

Overview

Kirchner Financial Group is a small, fee-based investment adviser focused on portfolio management for individual and family clients, including small business owners. The firm charges a percentage-of-assets fee and concentrates its capital allocation on publicly traded equities and exchange-traded products as the primary tool for implementing client strategies. Its client base and advisory activity indicate a client-facing, discretionary management model that emphasizes liquid, tradable exposures over complex private structures. Investment preferences are equity‑centric. The firm lists a clear preference for exchange‑traded equities as the most used asset type, suggesting model portfolios that lean toward ETF and individual-stock exposures for core allocation and tactical shifts. Kirchner Financial Group does not identify as an active ESG investor and is not registered as a multi‑state adviser, pointing to a more regionally focused practice with a straightforward, traditional asset-allocation approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices