FAQ

Who are your typical clients?

We have clients from 19 to 90 years old, so we don’t really have a typical client. However, all of our clients are goal-oriented and focused on creating a secure future for themselves and their families.

Do you have a minimum account size requirement to use your services?

We do not require a minimum account size. We believe that everyone needs great financial advice, regardless of their current investing or savings account balances.

Where are your clients located?

We are located on the Gulf Coast of Florida in the Bradenton/St. Petersburg area. The majority of our clients are Floridians. However, due to amazing referrals by our clients to their friends all over the United States, we enjoy working with clients throughout the country.

What is it like to work with you?

One of our core values is relationships. As such, forming a strong personal connection with our clients is extremely important to us. Here at Kingdom Wealth Advisory, we treat our clients like family. And just like family, our team will always be here for you regardless of whatever may be happening in your life, good or bad. When you become a client, you become family to us.

Will you work with my other professionals, such as my attorney?

Yes! We believe that everyone should have a sound plan in place for their future. With this in mind, we will happily work with your attorney, CPA, and other trusted professionals to help you implement your plan.

Can you help me with insurance?

Part of creating this secure future is knowing your options for insurance and future health care needs. We will help you choose the right choices for your specific situation so as to enable you to continue to take care of yourself and your family now and after you are gone.

Are you a fiduciary?

Yes! We are a team of fiduciaries, putting your needs above our own. This also means that we are product indifferent and will not try to sell you something because it would earn us money. Instead, we believe in placing your interests above our own.

Will you help me with my investment accounts?

Absolutely! We will review your current investments no matter where they are held and help you make wise decisions to grow your money in a way that is profitable and also beneficial to your taxes.