George Kiraly

George is a Certified Financial Planner® and member of the National Association of Personal Financial Advisors (NAPFA). As a “fee-only” wealth manager, he offers independent, objective and unbiased advice. He does not sell products. Besides selecting and managing investments, George has analyzed portfolios and manager performance; helped clients through job changes and salary negotiations; evaluated the pluses and minuses of insurance companies and their policies, and suggested alternatives; built solid retirement plans for clients; offered advice on assets held elsewhere, on whose advice he earned no fees; advised on real estate acquisitions and business plans; helped clients make wise social security benefit decisions; advised clients to prioritize their own businesses or pay down debt rather than invest with him and helped clients through family financial crises, even advising on tax and estate planning issues. ​ Whether George is working with business owners, families or individuals, all of his clients have one thing in common: the desire to pursue their goals and dreams and have an experienced professional help them to make smart financial decisions. George offers wise counsel as your personal financial advocate and confidant.