Built for excellence,
led by purpose
We simplify our clients’ financial lives so they can focus on living with purpose and spending more time on what matters most to them.
our core values
Principles over pride
Integrity is the foundation of every relationship at Kintra, guiding how we serve clients with honesty, accountability, and a commitment to doing what’s right.
Iron sharpens iron
We invest in our people and culture so every generation can lead with purpose, integrity, and a lasting commitment to the families we serve.
Lead by lifting others
We lead with empathy and purpose, helping clients and their families build meaningful lives and lasting impact for generations to come.
WHO WE ARE
Kintra is an advisor-owned wealth management community built by independent firms that believe collaboration creates better outcomes.
Our advisors remain deeply rooted in the communities they serve while benefiting from the collective knowledge, resources, and support of a national organization. We’re intentionally building a different kind of firm where independence is strengthened through collaboration, ownership is shared, and every member has the opportunity to help shape what comes next. Because we believe the best ideas aren’t developed in isolation—they’re built together.
The Meaning Behind Our Name
The name Kintra brings together two ideas:
Kinship
Relationships, belonging, and community
Intra
Together from within
Together, they represent what we’re building: an advisor-owned community where firms remain true to who they are while growing stronger together.
LOOKING AHEAD
We’re building an advisor-owned community designed to endure. A community that empowers exceptional people, strengthens firms, and helps more families thrive for generations to come.
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New RIA, Kintra, Unites Six Wealth Management Firms Under a Collaborative, Client-First Model
Who We Work With
Individuals & Families
We provide peace of mind by aligning your personal and financial goals through a customized strategy designed to preserve and grow multi-generational wealth.
Business Owners
Institutions
As your trusted co-fiduciary, we provide disciplined guidance and a close partnership to propel your mission forward and ensure lasting long-term impact.
Growing Together
Growth isn’t simply about adding people or expanding our footprint. It’s about strengthening the community we’re building.
Every new perspective, every shared idea, and every relationship contributes to something bigger than any one firm could create alone. As we grow, we’ll continue to stay true to the values that brought us together while building a future designed to endure.
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