About Us
A Fee Only Total Wealth Management Firm Acting as a Fiduciary for Clients, with zero outside firm institutional ownership and no plans on allowing outside investments or investors in the firm.
Story
& Values
Founded nearly three decades ago by John Kvale, a small-town farm boy, who moved to the city, but continued the close personal values learned through hard work. Dedication, discipline, teamwork, honesty and integrity form the core values of J.K. Financial, Inc.
MoreOur
Clients
Career driven professionals, business owners, retirees and C level executives. The largest commonality are single women. Whether early in life or retired, our clients share in their Total Wealth Concierge services.
MoreMission
& Services
With a roll-up-the-sleeves, deep understanding and analysis of every client situation, our long term mutual goal of security and financial longevity frequently spanning multiple generations is achieved. Our Total Wealth Practice and Concierge Services help accomplish these goals in a comfortable manner. With multiple decades of experience, anticipation of obstacles helps provide a smooth experience through life’s inevitable curve balls.
More
1 Minute : History of Firm, Client Commonality, Reason for Being, Most Proud
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Our Services
We are dedicated to providing comprehensive, long term assistance for every aspect of our client’s life.
Meet Our Team
Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.
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