Broker Check

Kaplan Wealth Advisors - Building Long Term Relationships

Our Primary Purpose

For over 29 years, we have been building long-term relationships with our clients. We pride ourselves on knowing our clients. This allows us to understand and meet all their needs as they enter various life-stages, and ensure they are financially stable and can enjoy each stage knowing they will remain financially comfortable while being able to provide for their children, grandchildren, and even great-grandchildren.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Kaplan Wealth Advisors Mission

At Kaplan Wealth Advisors, our mission is to build your income into wealth that will last for generations and provide you with feelings of security that you are being taken care of as if you are family.

Mutual Trust and Respect

We collaborate to lay the foundation for your financial future and beyond. Kaplan Wealth Advisors isn't for every client. If you are looking for a wealth advisor that is going to spend time telling you how great they are, we aren't the firm for you.

On the other hand, if you are looking for a wealth advisor who is going to take the time to find out about your financial goals, personal goals, family goals, and discuss sports, we will be a perfect fit. 

What Makes Us Unique

We care about every client we have and consider them friends. We'll help you celebrate birthdays and anniversaries and the birth of each child and grandchild. We'll mourn with you when you lose a loved one and sympathize if you are sick or have had a tragedy. We'll cheer for you when you get promoted or a child gets married, or even if you buy that dream house you've always wanted. We'll walk with you through life while ensuring you have peace of mind that your financial needs are being taken care of, even when you can't make those decisions.

We Go Beyond Financial Planning

Our team has a great network, and we will give recommendations on other service industry professionals you might need, discuss the market and how it might affect your portfolio, and help you to save where possible. We will send you interesting articles, share research, and the knowledge we possess is vast and varied - from baseball to annuities.

If you would like to set up a time to meet with Kaplan Wealth Advisors, please fill out the form below.

Thank you!