Welcome to KALOS Financial

Providing Investors the best possible financial solutions and management available in the marketplace has always been our focus. This simple yet powerful vision guides us in assisting clients across the U.S. directly and through our growing number of partners.

Individuals

Investor satisfaction and service is our primary motivation. We strive to deliver to clients the optimum combination of advanced theory, experienced application, practical solutions and excellent service.

Broker-Dealer

Through our emphasis on service, advanced technologies, unique training programs and constant pursuit of industry leading practices, we strive to help independent financial professionals across the U.S. best serve their clients.

The Quick Start Program^TM helps financial professionals magnify their impact through growing and improving their practice.

Investment Advisor

Investors and Advisors require intelligent, flexible, sophisticated solutions that can be tailored to meet individual requirements. Our Individually Managed Account portfolios and Separately Managed Asset Allocation solutions are designed to partner with and compliment various investments typically held by more mature investors.

The MMAP^TM (The Money Management Acceleration Program) equips advisors to better accumulate and manage fee-based investment portfolios.

Investor focused and driven. Whether you‘re an individual investor, a financial professional, or an institution, we appreciate your trust in helping you build your financial future.

Disclaimer:

Kalos Financial is an unregistered designation used to represent the Kalos family of companies. Securities offered through Kalos Capital, Inc., member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC registered investment adviser. Insurance products offered through Kalos Financial, Inc., a licensed insurance agency. All companies are licensed in various states. Please contact a Kalos representative for states in which company is licensed to do business.

Individual Investors

Brokerage Services

Advisory Services