KPC FINANCIAL SOLUTIONS, LLC

Overview

KPC Financial Solutions, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm serves individual and family clients and bills predominantly as a percentage of assets under management. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. KPC also operates an insurance brokerage capability and lists an accounting industry affiliation. The firm identifies as a capital allocator but does not report active ESG investing and is not designated as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives