Fee-only · Fiduciary · People first

Planning that feels human.

Kindred is a fee-only retirement and financial planning studio built around one idea: get the most out of life with the money you've already worked hard for. No jargon, no sales pitch — just clear, caring guidance.

Book a free intro call How we're different
Fee-only. No commissions, ever. Fiduciary 100% of the time. Plain language, always.
A warm, candid moment between people enjoying everyday life
★★★★★ 4.9/5 ratingIllustrative · for demonstration
What people are saying

Human-first planning for people just like you.

★★★★★

"For the first time, I actually understand our retirement plan. They explained everything until it clicked."

Diane
★★★★★

"It never felt like a sales meeting. It felt like sitting with someone who wanted the best for our family."

Priya
★★★★★

"Fee-only and totally transparent. I always know exactly what I'm paying and exactly why."

Gerald
★★★★★

"They slowed down and met us where we were. We finally feel calm about the years ahead."

Marcus

Testimonials are illustrative and created for this demonstration design.

What we do

Everything under one warm roof.

One team, one relationship, every part of your financial life working together — so nothing falls through the cracks.

Retirement & financial planning

A living roadmap for the life you want — covering income, savings, and the big "can we actually do this?" questions, revisited as life changes.

Investment management

Low-cost, evidence-based portfolios built around your goals and comfort with risk — managed with discipline, explained in plain language.

Tax planning

Proactive, year-round strategy to keep more of what you've earned — coordinated with your plan so the right moves happen at the right time.

We don't do cookie-cutter advice.

Money is personal — tied to your family, your fears, and your hopes for what's next. So we slow down, explain everything, and build a plan that actually fits the life you want to live.

See how we work
An advisor and client deep in a thoughtful conversation
Guided by your why

We start with your life, not your portfolio.

Before we talk numbers, we get to know you — what keeps you up at night, what you're hoping for, and what "enough" really looks like for your family.

Only then do we build a plan, because the best financial decisions start with a clear sense of what the money is actually for. Your goals lead; the strategy follows.

See our process
An advisor and client in a relaxed, supportive conversation

We want you to feel completely at ease.

No jargon, no pressure, no judgment. Every meeting is a real conversation where you leave understanding the "why" behind each decision — because confidence comes from clarity.

We're advisors with the heart of a teacher, and we're here for the long haul as life changes.

Meet our advisors
How it works

A calm, four-step path forward.

No firehose of paperwork, no pressure. Just a clear rhythm we'll walk through together — at a pace that feels right for you.

01

Listen

We learn your story, your worries, and what a good life looks like to you.

02

Plan

We map your goals into a clear, personalized plan you fully understand.

03

Build

We put the plan into motion — investments, tax moves, and the details.

04

Guide

We stay by your side, adjusting as markets shift and life unfolds.

Get the most out of life with your money.

Book a free, no-pressure intro call. We'll listen, answer your questions, and help you see if Kindred is the right fit — no commitment required.

Start now
An aspirational, joyful lifestyle moment
A good fit

We work best with people who…

We're not for everyone, and that's okay. Here's who tends to feel right at home with Kindred.

Are within ~10 years of retirement

Nearing the moment work becomes optional — and want to get the transition right.

Want a real relationship, not a robo-advisor

Value a human who knows your name, your goals, and your history.

Appreciate plain-language advice

Would rather understand the "why" than be handed a binder full of jargon.

Believe money should serve a bigger life

See planning as a way to spend with intention, not just accumulate.

Meet your advisors.

Certified, curious, and genuinely kind. A few of our lead advisors are taking new clients right now.

ME

Maya Ellison

Lead Financial Advisor, CFP®
Taking new clients
SR

Sam Reyes

Lead Financial Advisor, CFP®
Taking new clients
NP

Nina Park

Lead Financial Advisor, CFP®, EA
Taking new clients
TB

Tom Bradley

Lead Financial Advisor, CFP®
Taking new clients
An aspirational lifestyle moment at golden hour
Live more

Money is just a tool. The life it buys is the point.

We'll help you stop over-saving out of fear and start spending with confidence — on the people, places, and moments that matter most.

From the Kindred journal

Clear answers to big questions.

Plain-language reads on retirement, taxes, and the messy, human side of money.

Retirement

How much is "enough" to retire?

The honest answer isn't a magic number — it's a math problem wrapped around the life you actually want. Here's how to find yours.

Read article
Tax planning

The 3 tax moves that matter most before 65

The years between early retirement and Medicare are a quiet window of opportunity. These three strategies can save you more than you'd think.

Read article
Life & money

Why your first year of retirement feels strange

You spent decades saving — and suddenly you're spending. The emotional side of retirement is real, and it's more common than you think.

Read article

Let's start with a conversation.

A free, no-pressure intro call to get to know each other and see if Kindred is the right fit. No commitment required.

Book a free intro call See if you're a fit
A concept design by Volare Works · volareworks.com · Demonstration firm, not a live site