Who we are

Kim Financial Advisors was founded nearly 20 years ago by John J. Kim. With experience working for companies including Lehman Brothers, Lincoln Financial, The Advisors Group, and California Financial Advisors, John has remained focused on serving his clients’ needs with the utmost integrity, discipline, and commitment to their financial success.
Integrity, Discipline, and Commitment
Leveraging his experience working with both large financial institutions and smaller advisory firms, John established KFA as a true "fee-based" financial service for his clients. KFA maintains a small number of clients per financial advisor so that we can provide a highly personal experience.

Why choose us

Independent Consulting With Our Clients' Best Interests In Mind
Our independence enables us to keep our clients' best interests in mind--first and foremost. There are no hidden corporate agendas behind our services. There are no sales goals to meet. We only offer services that our clients need, not what a brokerage firm or an insurance company wants to sell. Our independence affords us the time and resources to truly evaluate our clients’ needs, wants, goals, and dreams. We are compensated by a previously agreed upon fee. This fee-only arrangement enables us to be completely objective in our evaluation and recommendation for a course of action. The result is an unbiased commitment with professionals who are working solely for their clients.
Strategic Relationships with Reputable Service Providers

To help implement our clients' financial plans, KFA has formed strategic alliances with various other professionals and service providers. Through our referral and coordination program, our clients have access to:

  • Legal counsel specializing in estate planning issues
  • Tax preparation and planning services
  • Mortgage services
  • Risk management and insurance services
  • Trust administration services
  • Cash management services
  • Hedge and monetizing services for clients with concentrated equity or option positions
  • Stock options planning services
*Third party service providers are not affiliated with or endorsed by LPL Financial.
We are continuously adding new relationships to provide additional value-added resources for our clients.

KFA has also created independent custodial relationships with some of the best financial institutions in the industry. The majority of KFA clients' core assets are held with SEI Private Trust Company while facilitating active client trading through TD Ameritrade Institutional. Judging from our experience, these firms deliver the high standard of service that our clients expect and deserve.

Furthermore, these relationships provide KFA with access to some of the top institutional money managers in the country, including Capital Guardian Trust Company, Morgan Stanley Asset Management, Goldman Sachs Asset Management, & Sanford C. Berstein and Co., LLC, to name a few. These managers are only accessible to the public by meeting their multi-million dollar minimums. We also have access to a large pool of separately managed account providers and tax-sensitive portfolios.

Personal, Goal-Driven Investment Approach
Our firm uses a unique investment approach to offer you more than just traditional financial management. If you are looking to achieve financial wellness, the best strategy is one that allows for multiple short and long-term goals and supports the way you live your life. We focus on understanding YOU. We focus on clarifying your life goals and linking them to individual, customized investment strategies.
*Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.