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Our Philosophy

Welcome!

What, exactly, is financial planning?

There is no right or wrong answer. Each person has his or her own definition. But, we will tell you that financial planning is a lot more than spreadsheets and time tables.

As a comprehensive financial services firm, our goal is to provide you with a clear understanding of your financial picture so you can make an informed decision about issues that affect your financial well-being.

It's time to receive a clear understanding of you and your family's current financial picture, while improving your financial future as well. 


For over 30 years, we have created a roadmap specifically tailored to each of our clients. Our current clients have described Kipp Wealth Management as reliable, trustworthy, knowledgeable and caring. We are confident that we can deliver our services to you with the same exact traits.

If you are feeling overwhelmed with the challenges of keeping up with the ever-changing world of income taxes and investments and are tired of hearing about the "investment of the day" from stock brokers, you are not alone. An appropriate financial plan created specifically for you can help you solve this problem. It can give you direction that you need for the rest of your life.

Schedule a no-obligation consultation!

All of these services are done through many different avenues such as in person appointments, phone appointments, web conferences, emails, webinars, workshops, and annual reviews for all existing clients. 

Schedule an appointment today by phone at (386) 225-1875 or via email at jim@kippwealthmanagement.com.