Clarity first
Before recommending anything, we map where you stand today and what you're actually working toward.
Independent · Fiduciary · Fee-only
Gain the clarity to make confident financial decisions.
Planning built around the life you actually want — not a model portfolio someone handed you.
No cost, no obligation. A 20-minute conversation to see if we're a fit.
Fiduciary
The standard we work to
Independent
Advice on your terms
No cost
First conversation
How we help
Advice that starts with understanding you
Objective advice
Fiduciary duty, plain fee structure, no product quotas. Our advice holds up because nothing is riding on it.
A real partnership
You get a named advisor who knows your situation, not a rotating queue and a case number.
Education, always
You should understand every recommendation well enough to explain it to someone else.
Solutions
Everything your financial life touches, coordinated
Start here
Comprehensive Financial Planning
A written plan that connects your income, savings, taxes, and goals into one coordinated picture.
Learn more- Retirement Planning Answering the question that matters most: can I retire, and what does it look like when I do?
- Investment Management A portfolio built around your plan, your timeline, and your actual tolerance for volatility.
- Estate Planning Making sure what you've built goes where you intend, with as little friction for your family as possible.
- Tax Planning Proactive strategy through the year, not a scramble each April.
- 1031 Exchange Planning Deferring capital gains on investment property without tripping over the deadlines.
What to expect
Working together, step by step
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01
Introduction
A short conversation about what prompted you to reach out. No preparation needed and nothing to sign.
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02
Discovery
We gather the full picture — accounts, obligations, timelines, and the goals behind them.
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03
Your plan
We walk you through a written plan together, including the trade-offs behind every recommendation.
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04
Ongoing partnership
Regular reviews, proactive tax and planning work, and a direct line when something changes.
Who you work with
Kingsbury Financial Advisors
Kingsbury Financial Advisors is a full-service comprehensive financial planning and wealth management firm located in Tampa, Florida. Alongside our strategic partnership with the leading comprehensive financial planning firm Caitlin John Private Wealth management, we have all of the necessary resources to support our clients in conquering their financial goals.
- Fiduciary
- The standard we work to
- Independent
- Advice on your terms
- No cost
- First conversation
Resource center
Recent insights
Article
Most Owners Plan the Sale of a House Better Than the Sale of Their Business
A business exit planned three to five years ahead is a different financial event than one improvised in six months. Here is…
Oct 6, 2026
Article
The Decade Where Ordinary Savings Become Extraordinary Money
A hypothetical 25-year-old and 35-year-old run the identical $300-a-month habit, and one ends with nearly double the money. The wealth decade is…
Aug 28, 2026
Quiz
How Ready Are You to Help an Aging Parent
Caregiving arrives gradually, then suddenly. Five questions measure whether you are ready for the day a parent needs your help with more…
Aug 25, 2026True wealth is more than money.
Start with a conversation. No cost, no pressure, no obligation to continue.
