KIS Financial, LLC is an independent, fee-only Registered Investment Advisor (RIA) based in Charlotte, North Carolina. The firm specializes in comprehensive wealth management, which includes financial planning, investment management, and retirement planning for individuals, families, and business owners. Emphasizing a fiduciary duty, the company focuses on creating tailored financial strategies to help clients achieve their long-term goals, operating on a transparent, client-first model without earning commissions on product sales.

Founded in

United States