Kelos Wealth Planning is a fee-only financial planning and investment management firm built on this belief: financial planning should lead the conversation—not investment management. We help people make smarter financial decisions throughout their working years and into retirement by integrating tax strategy into every stage of the planning process. From deciding how and where to save while you're working to Social Security, Medicare, Roth conversions, and retirement income planning, every recommendation is made in the context of your full financial picture. Whether you're preparing for retirement or navigating a career change, divorce, the loss of a spouse, or another important financial decision, we're here to help you move forward with clarity, confidence, and a plan built around what matters most to you—your goals, values, and vision. Based in Cincinnati, serving clients virtually wherever they live.
Disclaimer: Kelos Wealth Planning, LLC (“Kelos”), is a Registered Investment Adviser in the state of Ohio. Advisory services are only offered to clients or prospective clients where Kelos, and its representatives are properly registered or exempt from registration. “Likes” should not be considered a positive reflection of the investment advisory services offered by Kelos. The information presented on this site is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as tax, accounting, legal, or investment advice, or as a complete analysis of the subjects discussed. Comments should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

Kelos Wealth Planning

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Kelos Wealth Planning

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