Why Kenora Financial?
Helping you achieve your retirement on your timeline
Unconventional retirement planning that breaks the mold
Most financial advisors can help you plan a traditional retirement.
- But what if you want to retire early?
- What if you want to step away gradually?
- What if you want to retire from your job, just to start a new business?
Kenora Financial helps you retire on your terms – and your timeline.
What we offer you
It’s ALL About You
Your plan reflects your values, your lifestyle, and your vision of retirement.
Everything You Need in One Place
Retirement planning, tax strategy, and investment management all under one roof.
Tax Strategy Baked Right In
With CPAs in-house, taxes aren’t an afterthought; they’re built into everything we do.
Portfolios You Can Understand
We invest mainly in individual U.S. stocks. You’ll always know what you own, and why.
Support, Not Sales
You’ll never be pushed into a product or strategy that doesn’t make sense for you or your goals.
Easy Access to Your Team
Whether it’s a small question or a big decision, we’re just a phone call or email away.
Transparent and Fair Fees
No commissions. No surprises. Just a clear, tiered fee structure.
A Plan for Life’s Twists and Turns
We adjust your strategy as life shifts, markets move, and your goals evolve.
Fiduciaries Always in Your Corner
As fiduciaries, we’re legally (and personally) committed to acting in your best interest.
What we don’t do
We don’t make you wait for an annual review to talk to us
We’re always available and ready to answer your questions, big or small. No chatbots, automated responses, or voice menus.
We don’t control you or keep you in the dark
We’re teachers at heart. We make sure you fully understand your finances and empower you to make good decisions.
We don’t make you work harder than you have to
Our support team helps you get everything set up, move everything over, and deal with the logistics. You won’t be on your own.
We don’t add to your stress
We never push or sell, we don’t judge or scold, and we don’t overwhelm you with complexity. We want you to feel good about your finances, and we’re here every step of the way to support you, guide you, and empower you.
We believe...
There is no one-size-fits-all version of retirement
No matter your goals, we believe your retirement should fit your life, not the other way around.
You deserve direct access to your team
You can always reach us for small questions, big decisions, and everything in between.
Taxes, investments, and planning should work together
When every part of your financial life is connected, you can make better decisions and avoid costly mistakes.
Education is empowerment
We take the time to explain our recommendations, giving you the knowledge to make the best choices for yourself.
Investing doesn't need to be complicated
Our portfolios are built mainly of individual U.S. stocks, not complex products or flashy trends.
The best relationships are long-term
Life changes, markets shift, and priorities evolve. We’ll be there to guide you through it all.
Why should you trust us?
Our advisors hold the CPA/PFS (Personal Finance Specialist) designation
We’re dedicated Fiduciaries
This means we’re legally and ethically bound to put your best interests first in every decision and recommendation we make.
Kenora Financial is a Registered Investment Advisor
Registered with the SEC, we’re legally obligated to prioritize our clients’ best interests above our own.
We’re a fee-only firm
We don’t earn fees or commissions on products or recommendations, so you can be confident that we’re making unbiased decisions, and won’t pressure you into products that don’t serve you and your goals.
Four decades and counting
With over 100 years of combined experience in financial services, our team is seasoned, skilled, and ready to help you retire on your terms.
Financial Planning, Investment Management, & Tax Preparation – all on one team
The best way to find out if we’re a good match for your financial planning needs?
Meet the team. See what you think. And don’t worry – there won’t be any pressure, or any pitches. We’re happy to answer whatever financial questions you have!