When you partner with Kalos Financial, you receive innovative technology solutions, products, services, and industry leading support for your practice.
We understand the advisor and client relationship, and have built our company on providing you with the tools you need to continue to develop your client relationships.
The Endowment Model Specialists
We are an industry innovator that pioneered the endowment investment model for individual investors. We affiliate with advisors utilizing sophisticated portfolio solutions and desiring a culture that fosters their entrepreneurial spirit.
Founded in 2004, Kalos Financial is a privately-owned, Atlanta-based firm that serves advisors throughout the country. Founders Daniel Wildermuth, CEO, and Carol Wildermuth, President, are committed to helping their advisors’ practices grow. They lead a coordinated effort of providing ongoing education, access to a robust product platform and exceptional service to support the unique goals of each Kalos advisor.
The results speak for themselves. Kalos has been ranked by Investment News as one of the Top 5 Fastest Growing Broker-Dealer’s (by rep count) for the past four years. In addition, we are proud to say that our regrettable advisor attrition has been exactly zero – for more than five years
The Kalos Experience
Culture and philosophy are key considerations for advisors when changing brokerdealers. Learn how the Kalos Experience can take your practice to a new level.
Practice Growth
Our top executives are still running highly successful practices. Find out how they are doing it and learn how to implement the endowment investment model – the model used by the most successful institutions in the world.
