Russ Kefauver
Russ's approach is simple: help clients build a plan worth sticking to, and help them stick to it. Most of the value he brings isn't in predicting markets - no one can do that consistently - but in the quieter, more important work: helping clients avoid the costly mistakes that derail long-term plans, staying steady when markets get rough, keeping costs clear and predictable, and making sure each client's full financial picture stays aligned with the life they're working toward.
As a fiduciary, Russ is committed to putting his clients' interests first. That means straightforward advice built on long-term relationships rather than transactions. He believes successful investing has far more to do with behavior and discipline than with timing the market or chasing performance - and that the right plan, followed patiently, tends to win.
Russ is a member of the Flagship Harbor Advisors network and the Financial Planning Association. He also proudly supports the Foundation for Financial Planning, which brings free, professional financial advice to wounded veterans, domestic violence survivors, and others who need it most.
Whether you're approaching retirement, navigating a financial transition, or simply want a second opinion on whether you're on track, Russ would be glad to talk with you about whether his approach is a fit.
From more than two decades of financial planning, investing, and advice, we're convinced of three simple things:
Everyone has goals worth funding. You have meaningful, life-long aspirations - whether retirement or something else. Reaching them takes consistent action and a real plan. We help with both.
Funding starts by avoiding mistakes. Our most important work is helping you avoid the big mistake: over-reacting to life stress or market conditions in the moments that can quietly derail a long-term plan.
Smart planning gets you there. Thorough planning and steady, thoughtful advice give you the confidence to stay the course - and to actually enjoy the life you're building.
Our greatest value is creating a plan that supports your goals and empowers you to stay committed - through market fluctuations and the fears that come with them. If you'd rather have a plan than a prediction, let's talk.
2010
976020
LPL Financial
LPL Financial
AK, AL, AZ, CO, CT, FL, GA, IA, ID, IL, KY, MD, MI, MN, NC, NH, NV, NY, OH, PA, SC, TN, TX, VT, VA, WI, WV
15
Businesses, Individual Investors, Non-Profit Organizations
Financial Planning Association (FPA)
Fee-Based
$
Based on Assets, Flat Fee
Yes
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CO, CT, FL, GA, ID, IL, IN, KY, LA, MD, MI, MN, NC, NH, NV, PA, SC, TN, TX, VA, VT, WI, WV WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
