At Klevens Capital Management, we help you manage your money. That in itself certainly doesn’t set us apart from thousands of other financial planners and investment managers. Here’s what does set us apart: How we work with you.

We recognize that while your money may not be your life, the two are inextricably linked. Our mission is not to simply protect your wealth or grow your assets. We want to go beyond that – to make sure your financial goals are in perfect alignment with your life goals. That means you’re not just a portfolio to us; you’re a person or a couple or a family, with goals and dreams. And managing your money is integral to reaching those goals and dreams. So we don’t merely manage money for our clients – we help them live the lives they want.

We encourage you to explore our site to find out more about us. You can read about our investment philosophy and our retirement planning services, and you can see how John Klevens invests his own money, showing the results of his strategies.

If you’d like to experience our approach to client services for yourself, connect with us today.


IMPORTANT DISCLAIMER

Due to various international, federal and state investment regulations and registration requirements concerning the dissemination of information on investments and advisory services, access to this site is limited to those individuals residing in states where we are licensed. Each of the principals are Registered Representatives and Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states. Securities offerings and brokerage services are limited to individuals residing in states in which both KMS and the registered representative are licensed. Those states are AK, AZ, CA, DC, FL, GA, ID, MI, MN, MT, NV, OH, OR, RI, SC, TX, and WA. Advisory services may be offered through KMS Financial Services, Inc. in AZ, CA, FL, MT, OR and WA.