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Our Mission

Our mission is to simplify financial planning and serve as an invested partner in managing your wealth—so you can align your finances with your life goals and future vision.

We combine personalized financial strategies, transparent portfolio management, and ongoing advisor access to help you make confident financial decisions at every stage of life.

Our firm is built on trust, honesty, and integrity, and we bring those values into every client relationship. 

Why Work with Us

We provide counsel within a relationship steeped in experience and confidence so that you can live your life to the fullest while following the values and beliefs that you hold dear.

We offer Services in:

  • Investment Management
  • Retirement Strategies
  • Tax Management
  • Estate Conservation
  • Insurance and Risk Management

Our Process

With money management, we take an active approach.  We construct proprietary models and match a model to your risk tolerance and stage in life.

For planning, we blend a goal-based approach with the confidence that by taking responsibility for money management, we have the tools to be more flexible, allowing you higher probability to achieve your goals.

How to Get Started

We begin with an initial consultation. During this discovery phase, we learn about your goals, present circumstances and what makes you ‘do what you do.’

Upon coming into our client family, the onboarding process commences. You are then set up for financial planning, transfer of assets and a investor questionnaire.

Schedule Your Complimentary Consultation Today >

The KF Advantage

At Kraeutler Financial, thoughtful planning, meticulous culturing and care are abiding principles shared within the world of asset management.

We construct our portfolios and allocate assets using our Total Return strategy. At its core we look to create a long term plan for growth and a clear plan for an income stream.

Our clients understand the construction of their portfolio, how goals can be attempted to be achieved and we may also provide income strategies for. Without that understanding, the volatility of the markets and the resulting emotional turmoil make it difficult for people to implement their financial plan and goals to their conclusion. We are there, every step of the way, to help our clients in their life's journey, matching their financial situation with their dreams and aspirations.

No strategy assures success or guarantees against loss.  Investing in securities involves risk including possible loss of principal. 

Our Team


“If we pretend to have reached perfection or satisfaction, we have degraded ourselves and our work. God’s work only may express that, but ours may never have that sentence written upon it, ‘Behold, it was very good’”

-Ruskin