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We help independent women and their families gain the confidence to navigate life’s transitions.


No matter what your biggest challenge is today, your goal is simple: to live the life you want to live—without outliving your money. Even so, your path is like no one else’s.

At Klein Financial Advisors, we specialize in serving independent women who:

  • Agree that the path to financial strength requires careful choices and, sometimes, sacrifices.
  • Are committed to long-term saving and have $500,000 or more to invest.
  • Believe in the power of the capital markets and that investing for the long term is the key to lifetime wealth.
  • Want to work with a trusted advisor to provide the expert guidance in every area of their financial life.
  • Are seeking a trusted relationship to help them through life’s transitions—large and small.

“Juggling teenagers, aging parents, and two careers was straining much more than our wallets. Getting a real plan in place has helped us breathe.”

~ Darren & Cindi


“My divorce put me face-to-face with tough decisions about the future—for me and for my kids. Tackling my Money Stack right away gave me the freedom to stop worrying and start rebuilding.“

~ Julie

“Losing my husband turned my whole world upside down. Getting help made it easier to unjumble my finances, and it’s given me much greater confidence in everything I do.”

~ Ruth

Owning my own medical practice means the last thing I have time to manage is my finances. But I know my wealth plan is just as important as my health plan.

~ Laura


While we would love to help everyone, we limit the number of clients we serve to be sure we can provide every client with the personalized attention they need. However, even if we aren’t an ideal fit, we’re happy to help you find a Certified Financial Planner™ Professional that is. Please reach out!

It is not known whether the listed clients approve or disapprove of Klein Financial Advisors or the advisory services. The criteria used to determine those included in this slideshow was whether the person was typical of the clients the firm serves. Neither portfolio size nor performance were used to determine which persons were chosen.