KMR Financial Advisory, Inc.

A Registered Investment Advisor

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Mission Statement

KMR Financial Advisory

Frank R. Brannon

Portfolio Management Philosophy

Why Choose a CFP

The CFP Mark

Fee-Only Services

CFP Board of Standards Website

CFP Code of Ethics and Professional Responsibility

Sample KMR Investment Survey

 

 

 

 

 

 

 

Welcome to the KMR Financial Advisory Website!!

KMR Financial Advisory, a Registered Investment Advisor, is a fee-only investment management company that focuses on providing personalized investment management services to individual portfolio accounts.  Services that are offered include:

 
bulletportfolio management
bulletcash management & budgeting
bullettransfer & consolidation of investment assets
bulletyear-end tax planning
bulletassistance with calculation of capital gains for income tax filings
bulletpersonalized Web page to provide on-going information on client portfolios and other targeted information on the client's financial situation

The principal of KMR Financial Advisory is Frank R. Brannon, CFP®, a Certified Financial Planner licensee.  If you have any questions or would like to receive more information on KMR Financial Advisory, please click here and send us a message.  Thanks for your interest.

Visitors

KMR Financial Advisory develops a personalized Web site for each client.   If you are not a client but would like to take a "test drive", go to the "Client Page", select the Account Name "Sample" from the drop down box above, then enter "Sample" (with a capital 'S') and enter "password" as the password and see what a typical client Web site looks like.