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Kelos Wealth Planning

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Firm Details

Metro area Cincinnati
CRD Number 342194
Website keloswealth.com
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Overview

Kelos Wealth is an independent registered investment advisory firm serving individuals and families through comprehensive wealth management. The firm offers financial planning, investment management, retirement planning, tax planning coordination, estate planning coordination, and education planning. Its advisory approach emphasizes understanding each client's unique financial situation and delivering customized strategies designed to preserve and grow wealth while aligning investment decisions with long-term personal and financial goals. The firm operates under a fiduciary standard and provides ongoing advice and portfolio oversight as clients' circumstances evolve.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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