Our Firm
At Kingsbury Financial Advisors, we have reinvented the concept of financial advice to help take you and your future to a whole new level… together.
How the KFA Solution Works
Kingsbury Financial Advisors is a full-service comprehensive financial planning and wealth management firm located in Tampa, Florida. Alongside our strategic partnership with the leading comprehensive financial planning firm Caitlin John Private Wealth management, we have all of the necessary resources to support our clients in conquering their financial goals.
Kingsbury Financial Advisors was founded by Sefton Kingsbury Barnes II. Sefton has worked with over 300 households building personalized financial plans with a focus on helping his clients realize their dreams.
Our Process
Discovery
This is an initial conversation where we get to know one another. We focus on your specific needs and vision for the future.
Blueprint
During our second conversation, we will present a custom-tailored comprehensive financial plan. This step also includes a free portfolio review and proposal.
Strategy
In our final planning meeting, we will make any adjustments and begin implementing your financial plan. We do the heavy lifting, so you don’t have to.
Our Relationships
Caitlin John, LLC – Our Foundation
Caitlin John, LLC is a Private Wealth Management Firm based in Brighton, Michigan, with decades of experience in putting clients first. They allow us to deliver tailored financial solutions while maintaining the independence and flexibility to always act in your best interest.
Charles Schwab – Your Trusted Custodian
With over 50 years in the industry and $9.57 trillion in assets under custody, Charles Schwab provides unmatched security, resources, and technology. Their expertise allows us to focus on delivering independent advice while they handle the operational complexities – so we can spend more time helping you achieve your financial goals.
A Smarter Way To Invest – Our Portfolio Management Experts
For portfolio management, we collaborate with A Smarter Way to Invest, a firm specializing in Separately Managed Accounts (SMAs). Their expertise in crafting customized investment strategies ensures that your portfolio is aligned with your financial goals, risk tolerance, and long-term vision. By leveraging their advanced investment solutions, we provide you with flexibility, precision, and a smarter approach to wealth management.
