The KPP Difference

In an industry filled with self-serving institutions, we strive to be the antithesis. Our principles originate from observing big Wall Street firms consistently putting client interests behind their own. Every single decision we make as a firm is working towards the benefit of our clients. Our winning investment approach is derived from decades of investment knowledge and a unique market perspective.

Our Approach

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Through many years of investing experience, we have created a methodology that combines disciplined fundamental analysis with a unique market perspective using cycles and trends.

Our Values

We recognize that our clientele is the heart of our business. Maintaining their trust will always be our top priority.

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Our Advisors

Steve Peasley and Justin Klein are experienced Registered Investment Advisors with decades of investing know-how.

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Who Should Invest?

If you are frustrated by the investment process or tired of misguided financial advice, we may be your solution.

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Award winning software that uses cutting edge technology to identify an investor's risk level and retirement path.

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