About Us

Investment and Retirement Advisors was formed in 2011 to allow myself to have access to a more people-first process where the needs and concerns of my clients came first. My search for this people-first process led me from different roles and responsibilities and ultimately here to LPL Financial, a company that prides themselves on helping advisors like me focus on clients like you!

Ultimately, I decided to partner with LPL Financial because their size provides a unique package of benefits that allows me to maximize the guidance and support I give you while allow me to cater to your specific needs. LPL Financial is big enough to provide me with the latest and greatest technology, cost-saving approaches, and research while allowing me to remain nimble in my advising strategies – All leading to better service for you!

As I’m sure you can tell by now, my team and I are committed to doing what’s best for you and helping you pursue your financial goals. WE don’t just want to check the boxes and move on, we want to know you and understand why you have the goals you do. As part of our people-first process, we help you stay on track with regular meetings and communications, make sure you understand the differences between your possible approaches to investing, the benefits and limitations of each, and do it all in clear, straight-forward terms so you get the whole picture – not just what we want you to see.

We’re confident you’ll recognize the value of service we provide, during meetings and in-between. We look forward to meeting with you!

-Jim Kinsey

President, Wealth Advisor