Kelleher Financial Advisors

Trust isn't Assumed. It's Earned.

Kelleher Financial Advisors LLC (KFA) is built on more than four decades of experience in the financial services industry. KFA’s business is rooted in our family’s values-values that we share with each of our clients. At KFA, not only does our history set us apart from other firms, it’s our focus on the future, your future-and how we use everything we’ve learned in the past to better serve you and your family.

Business owners make more than a simple monetary investment in their venture—

—they invest time, energy and labor. KFA understands that proper planning will sustain the business now and in the future.

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Financial planning for professionals is unique and requires a unique approach.

Many who operate in the field are business owners, and creating a responsibility for their own financial future as well as the livelihood of their staff and the success of their practice is a key area of focus.

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Families have their own specific issues as it relates to wealth management.

How to preserve assets and pass them along to future generations in the most tax effective way is one of the thorniest issues.

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As a pension plan participant, you are in a position to receive benefit payments from your plan.

KFA works with you to on making informed benefit elections decisions to maximize your distributions.

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Mission-driven organizations have unique goals, objectives and needs.

At KFA, we work to get to know your organization and see the big financial picture. Where do you plan to be in the next 5-10 years?

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How Can We Help?

Rely on ours years of expertise and outstanding service to help you find the answers you seek.

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