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.
Our 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.
Our Mission
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.
About Us
We are 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.
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.
1 Minute : History of Firm, Client Commonality, Reason for Being, Most Proud
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