Meet With A Fee-Only, Fiduciary Financial Advisor & Investment Manager
Make your money work as hard as it should for you; every day, year-in and year-out.
Fiduciary Financial Advisor
Service Areas
As a Registered Investment Advisor Firm, we can assist you with financial planning, provide you with investment advice, and manage your investments. Our process applies techniques from a variety of talents and disciplines. We are state-registered in the following jurisdiction(s): Virginia
Strategic Financial Planning
High-Quality Investment Advice
Comprehensive Investment Portfolio Development & Management
How We Work
01
Financial Planning & Risk Tolerance Assessment
02
Investment Advice & Portfolio Development
03
Investment Portfolio Monitoring & Periodic Re-balancing to Planning Recommendations
Meet with a Wealth Manager That Gets You
We All Have Moments When We Need Some Advice
If you’re accumulating wealth, preserving it, or planning to transfer it to your loved ones, let Kravitz Group Holdings help guide you. We provide holistic advice, for all elements of your financial life.
Who are we
Fiduciary Financial Advisor, Ready To Be Your Financial Coach & Wealth Manager
✓ Registered Investment Advisor Firm
✓ Comprehensive Financial Planner
✓ Fee-Only Financial Advisor
✓ Fiduciary Advisor
✓ Retirement Planning Advisor; Including Assistance With Setting Up & Managing Individual Retirement Account(s); Both Traditional and Roth
✓ Advice On College Education Saving Strategies & Managing Student Loans
✓ 401K Retirement Plan Management For Businesses
✓ Financial Advisor for College & Professional Athletes; As Well As Actors & Entertainers
✓ Investment Portfolio Manager
✓ Wealth Management
Have Questions?
Frequently Asked
Questions
Is there a free introductory call?
Yes, we offer a free 30 minute introductory call; by appointment.
Do you provide investment advisory services on an hourly basis?
Yes, we provide investment and financial planning advice on a hourly basis. We also offer holistic investment advisory & portfolio management services.
What is your cancellation policy?
Kravitz Group Holdings provides a five day cancellation policy after an on-going, discretionary or non-discretionary investment advisory agreement is signed.
How do fee’s work?
We have a simple Fee-Only billing process which allows you to pay for investment advisory services and financial planning on a Service, Hourly or Yearly Basis.
How do I change my personal info?
You can update name, email address and other personal information by contacting us by phone or email and identifying these changes. We strive to keep up to date/correct information in reference to your current financial position and your account profile.
Can I get an invoice for my fees paid?
Yes, we send a quarterly statement when your fee’s are assessed then dispersed from the custodian of your account after our billing to them for our management of your account. The custodian of your funds will also send you a monthly/quarterly statement identifying the payments made to our firm for our management fees. An invoice will also be provided for hourly advisory services rendered.
Got financial questions?
Can’t seem to find the answers you need?
We Provide Proactive, Financial Planning & Investment Advice
Let us show you the Kravitz Group Holdings, difference.