Ignore the Noise of Wall Street.
Investing and planning for your financial future entails a thorough understanding of how markets work, how risk and return are related, and how a spending and saving strategy can be created within a financial plan and investment strategy.
Our Investment Methodology
Smart Investing is a lot like watching grass grow - they are both boring. Investors who stay the course reap the benefits.
Financial Planning & Strategy
We do not use a cookie cutter approach to planning. We craft a plan unique to you and your needs.
Founder - Pete Kisver
Peter has over 20 years of experience in the financial services and insurance industry. His extensive experience includes wealth management, financial planning, and portfolio analysis. Peter’s passion is educating and assisting individuals and families in pursuing their financial goals and preserving their lifestyle in retirement.
Peter received a Bachelor of Science in Finance from Pennsylvania State University in 1996. Away from work, Peter enjoys playing golf and spending time with his wife Tamara, their three children, and two dogs in Pinehurst, NC.
What our customers think
As a financial advisor, Peter is the complete package. Peter has the heart of a teacher and discusses how to not only plan for retirement, but how to manage money successfully during life's ups and downs. No matter what, we know Peter has our best interest in mind and is always asking us about our short and long term plans and goals. We have never felt so confident with our finances and future. -Rebekah ★★★★★
Peter has been our financial advisor for about 2 years now. He is very professional and personable. We highly recommend him to anyone, regardless of age or financial situation! -Jeremiah ★★★★★
Investment advisory and financial planning services offered through Kiaros Advisors, LLC, a registered investment advisory firm. Insurance services offered through Peter Kisver are independent of Kiaros Advisors, LLC. Kiaros Advisors, LLC does not give legal or tax advice.