Go Independent

Grow With Us.
Leave A Legacy.

 

Our client base continues to grow as we network and receive referrals, and as our client base grows, our consulting group must do the same. Over the next several years, to maintain the high level of service these strong relationships have come to know and deserve, we will be growing our business in advisors and staff.

Go Independent with Kindred Stephens Financial Group

The camaraderie that exists between our practice partners allows us to be in business for ourselves but not by ourselves, and for the benefit of our clients. Through our association with Wells Fargo Advisors Financial Network, you will have the confidence that comes from knowing one of the leading wealth management companies of the world is on your side. Whether you want to explore joining our growing practice or consider leasing space in our expanding office for your own independent practice, we invite you to contact us to discover the many advantages going independent has to offer.

 

These Key Differentiators Set Us Apart From Our Competitors

Valli Kindred and Chad Stephens have nearly 6o years of combined experience in the financial services industry. They have guided their clients through the many fluctuations in the markets, and navigated through major economic crises.

Among his credentials, Chad is a CERTIFIED FINANCIAL PLANNER professional and he also completed the Private Investment Management criteria through Wells Fargo Advisors and holds the title of Portfolio Manager. Valli has held various positions in management and supervisory roles during her long career in the financial services industry that put her in a unique position to help an independent advisory practice.

The advisors at Kindred Stephens Financial Group are fully independent, and therefore clients aren't inundated with sales meetings or product pushes-and there are no conflicts of interest. To find out how you can go independent with Kindred Stephens, you can contact Chad Stephens at chad.stephens@kindredstephens.com or (214) 382-5301.