Edward Jones - Financial Advisor: Kia Coleman

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Edward Jones - Financial Advisor: Kia Coleman

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There’s one thing even more important than having a financial advisor you trust and respect, and that’s having an advisor who trusts and respects you.

Your financial picture is built on your individual history, and that makes you the best person to continue building its future. What I love about being a financial advisor is learning how my clients got to where they are now and where they want to go. Your financial picture is unique, and my job is to help you see your potential for long-term financial health. I understand that talking about finances can be stressful or intimidating, so my goal is to put you at ease during our very first conversation. Whether you’ve had a keen eye on your investments for years, you’re just starting your nest egg or you’re going through significant life changes that call for a close review and new strategies, you need a trusted partner. I’ll meet you where you are and help you access the tools and information to grow confidence in your financial future. Because your financial health is an important segment of a whole life strategy, I continually collaborate with CPAs, attorneys and other professionals to ensure that I’m providing sound guidance along your journey. Backed by the long history and powerful solutions of Edward Jones, my branch team and I are working closely together in our local office, where we take care of clients who live both in our community and nationally. Whether you live in the next neighborhood or you’re a neighbor across the miles, my focus is on personal service and financial solutions tailored to your priorities. My reputation is built on helping clients establish and make progress towards their financial goals so that they confidently refer me to their friends and neighbors. Member SIPC.
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10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/3WdRAuL

10/26/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/24/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

10/22/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

10/19/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/16/2026

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare

10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4k1VNeG

10/12/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

10/05/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

10/01/2026

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4yqk5U1

Address

1690 Sumneytown Pk Suite 155
Lansdale, PA
19446

Telephone

+12676498040

Website

https://www.edwardjones.com/kia-coleman

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