The Endowment Model Specialists
your partners in
Creating & Preserving



By concentrating on a specific group of people - mature and high net worth investors - we deliver unparalleled expertise and service to our clients.

Kalos Financial's Mission Statement

As distinctly unique pioneers, we continually strive to provide exceptional and comprehensive brokerage services, investment advisory services and insurance products and services to our clients and financial partners - all under one roof.

Our passion for excellence guides us in delivering fair, honorable, unbiased, and exemplary client services and in helping our partners best identify and serve their deserving clients.

We are adamant in our pursuit to be "Your Partners in Creating and Preserving Wealth."



Kalos Financial

Take a few minutes to get a basic understanding of Kalos’ Modified Endowment Model – and learn how we can put it to work for you.

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Kalos Financial

Read Daniel’s latest commentary on the economy and what’s important to keep in mind, as well as an archive of past commentaries.

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Learn about our products and services that can help your business continue to grow while networking with your peers. Contact us to learn more>>



Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB.  Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser.  Kalos Financial, Inc. is licensed as an insurance agency.  These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark. Located at 11525 Park Woods Circle, Alpharetta GA, 30005, Telephone 678-356-1100