We Can All Use Someone to Lean On

Having support when you need it brings a sense of confidence to decision making. At Kickstand, our mission is to bring clarity, perspective, and direction to your financial life.

From Complex

to Clear

If you’re like most people, the busy pace of life leaves your finances like an untended garden. Some accounts over here, others over there. Cash piling up and not earning anything. You should probably update your will, but you never get around to it.

We’re a team of professionals assisting you with that burden. It’s the feeling that comes with everything tidied up and in its place.

Our Philosophy Has Been Shaped Through Our Experience

Behind every plan we create is a team that truly cares. With decades of combined experience—and a long future ahead—we’re here to guide you through life’s biggest financial decisions with clarity, consistency, and heart. Get to know the people who make Kickstand what it is.

365

Families

634M

Assets Under

Management

4

Certified Financial Planners®

100

Target # of Clients

Per Advisor

2

Forbes® Winners

Figures as of 1/27/26

Wishing you had a Kickstand?