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Join Our Team


We are seeking a like-minded advisor who is dedicated to providing exceptional client service and has a desire to build their business. If you are looking to become part of a successful office that fosters growth while embracing independence, learn more about Kiplinger Wealth Advisors.

Our Branch Platform

Custom, personal support based on your needs.

  • High payouts that you’ll be hard pressed to find when joining other branches!
  • Transition support with hands-on assistance from Kiplinger’s leaders, branch staff and broker/dealer services.
  • In-house Team of Professionals – Collaboration with a team of qualified investment professionals, CERTIFIED FINANCIAL PLANNER practitioners, CPAs and other specialists.
  • Proven customer service support and client relationship development.
  • Cutting-edge trading and portfolio design/rebalancing technology, as well as branch-subscribed third-party independent research.
  • Securities and financial industry compliance processes and systems – we do it for you!
  • Group Health insurance, retirement plan, Class-A office space, cloud-based portfolio performance reporting, client relationship management and email/calendar access and more – all resources to maximize your opportunity to excel! 

Please call  (937) 886-1442  or email to find out more about starting your future as an independent wealth advisor at Kiplinger Wealth Advisors. All inquiries are kept strictly confidential.    

Kiplinger Wealth Advisors is committed to delivering our clients quality investment and financial planning services with extraordinary, personal support. As an established local company with the backing of one of the strongest national broker/dealers in the country, we are able to offer a powerful platform to representatives who want to work with Kiplinger Wealth Advisors. Our strong, yet flexible supervisory background allows us to support representatives on a variety of levels from the new-to-the-industry professional who wants educational and production supervision to seasoned representatives who simply want to minimize administrative burdens while remaining independent. We can tailor a relationship best suited to your individual needs.

Kiplinger Wealth Advisors goal is to keep you focused on the income-producing side of your business – maintaining client relationships and cultivating new ones. We can help you operate independently without having to devote your valuable time to hiring and managing support staff.

Independence powered by Private Client Services.

Kiplinger Wealth Advisors’ broker/dealer is Private Client Services.

The mission of Private Client Services is to foster the success and independence of its advisors by delivering extraordinary service, professional development support and user-friendly technology, with the goal of helping advisors provide clients quality advice for life.  Private Client Services has established and must adhere to a specific set of shared values. All of its activities and decisions are informed and guided by its organization’s shared values. Adhering to shared values leads Private Client Services to effectively achieve their corporate mission, and fosters mutual respect, achievement, innovation and fun in the workplace.

Please click here for information on Private Client Services