Kindred Financial Partners of Raymond James

Kindred Financial Partners of Raymond James Trusted financial guidance serving the Kalamazoo, MI area and beyond. We help individuals and families plan, invest, and grow with confidence.

We don't predict the future, we plan for it.

"Our team recently had time away from the office to work on team and professional development. It was actually some inte...
06/08/2026

"Our team recently had time away from the office to work on team and professional development. It was actually some intense but excellent work as we spent over one and a half days at our Raymond James international headquarters (aka home office) in St Petersburg, Florida. I'd like to say that we were really there to enjoy the sunshine, but the reality was we spent that time indoors hard at work." https://www.raymondjamesconnect.com/aLIGTW

06/01/2026

"Whether it is right or wrong, it is instilled in us the need to make an impact in our lives. Maybe it is the undertone or desire to leave a legacy of some sort or maybe we just want to know how we have lived our lives has been good. Many people turn to their careers as the source of this fulfillment but are left with disappointment because the plan they had for their careers went in an entirely different direction."

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05/01/2026

"I'm not sure about you, but sometimes I get so focused on the end goal, I don't take time to appreciate where I am right now. For example, we were able to do some great hiking recently and I would get so focused on where we were going that I forgot to stop and soak in the amazing sights along the way. I mean at the end of the hike, I am looking for that huge reward: the extraordinary view, the beautiful waterfall, the incredible sense of accomplishment, whatever it is I am working towards. What I am reminded of though, is to stop and look around along the way, because each moment can be spectacular too."

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Exciting news – we've been named a Best-in-State Wealth Advisor by Forbes! See the full 2026 rankings here: https://www....
04/22/2026

Exciting news – we've been named a Best-in-State Wealth Advisor by Forbes! See the full 2026 rankings here: https://www.forbes.com/best-in-state-wealth-advisors/


2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

Check out this great piece from our Longevity Planning group on "Aging Solo". They take a deep dive into what that means...
04/09/2026

Check out this great piece from our Longevity Planning group on "Aging Solo". They take a deep dive into what that means as culture shifts over the years.

raymondjames.com

04/01/2026

"Early Sunday mornings are a coveted time for me after I get up. I go for a walk by myself, with no phone or earbuds to distract me. I walk and enjoy the quiet and get lost in my thoughts. Since it is typically quite early in the morning, there isn't much (if any) traffic, and I don't usually see others outside. It is a time for me to reflect and take a break from the noise."

raymondjames.com

03/13/2026

"One of my new favorite podcasts is called "What it's like to be…" The host, Dan Heath, interviews people from different professions, learning what it is like to do what they do every day. The podcasts are anywhere from 25-35 minutes in length and while he has not interviewed a Financial Advisor, I thought as a tip of the hat to this well-done podcast, I would share with you our perspective of: What it is like to be…A Financial Advisor."

raymondjames.com

03/03/2026

Spring is coming. Believe it or not, it is on its way. For those of us in Michigan, or well, anywhere east of the Mississippi, I think we can agree this has been a rough winter. It has been so constant that it makes it difficult to believe that Spring will ever come again, but it will and if it wasn't for winter, we wouldn't appreciate the summertime.

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We are proud to recognize our own Jodi Harrison as a 2025 Top 400 STEER Participant. The STEER Development Program inspi...
02/09/2026

We are proud to recognize our own Jodi Harrison as a 2025 Top 400 STEER Participant. The STEER Development Program inspires and recognizes branch associates' commitment to continuous growth, and dedication to maximizing their contributions to the advisors and clients they serve.

As we close on the last chapter of 2025, we look forward to 2026 with optimism and a continuing commitment to our client...
12/31/2025

As we close on the last chapter of 2025, we look forward to 2026 with optimism and a continuing commitment to our clients, new and exisitng alike. We're excited for the new opportunities the next 12 months hold.

We wish you and yours a Happy New Year!

Address

7995 Moorsbridge Road
Portage, MI
49024

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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