At Kinkelaar & Associates, we provide an impartial and professional perspective to answer your financial questions and help eliminate unnecessary worry.
Whether you need detailed financial guidance, a second opinion or daily money management help, we’re here to set you on the right path.
Through our offices in Chicago, Illinois and Akron, Ohio, we offer a wide range of financial planning help for individuals and families at various stages of life. Contact us at 800-716-0674 or send us a message to learn how we can assist you.
Kinkelaar & Associates was founded by Mary Deshong-Kinkelaar, a Certified Financial Planner™ professional, based on her personal experience. She saw a flaw in the way most financial planning was offered, emphasizing the sale of investment or insurance products rather than objective, competent financial advice.
Seeing the inherent conflicts of interest, Mary felt there had to be a better way to work with people on such important life matters. This philosophy formed her commitment to offering financial planning services through “fee-only” as-needed engagements.
Please take a look at How to Get Started, then schedule an introductory phone call with Mary by contacting us online or at 800-716-0674. This is the first step in getting to know each other, allowing us time to answer your initial questions and discuss your financial planning needs.
We’re paid exclusively by our clients. We don’t accept 3rd party compensation for product recommendations. Therefore, our advice is not influenced by commissions or incentives.
You avoid the sales pressure and receive advice that’s not based on someone else’s agenda.
Through as-needed engagements, we don’t limit our services to individuals and families based on net worth. We don’t require long-term contracts nor do we take over your accounts.
You retain control and get the level of customized service you want at a reasonable price.
We’re not affiliated with any bank, brokerage, or insurance company. So, our strategies aren’t limited and we can advise on a wide range of investment products and services.
You receive specific recommendations focused on meeting your unique needs.
As a Registered Investment Advisor, we are legally bound to place a client’s best interest above the firm’s. While you might think all financial service providers offer this, unfortunately, most do not.
Your interests come first and we’ve signed a written fiduciary oath to prove our commitment.