John Kliewer

John Kliewer,

CMFC®, CKA® Partner, BWA | Senior Financial Advisor CMFC®, CKA®

Our clients’ success and the impact they make is our legacy.

John Kliewer focuses on investment, estate and succession planning strategies for individuals, families and businesses. The emphasis of his planning is to educate, organize and prepare his clients on the latest wealth preservation and investment planning concepts, tactics and strategies.

John's clients appreciate his passion to serve, his desire to know them as a trusted advisor and friend and his gift to help them identify their unique legacy dreams and goals. The result is his clients have a deeper understanding of what is important to them and they have a roadmap to make the greatest possible impact with their resources.

John has been married to Megan since 1994 and they have three children, Jessalyn, Preston and Griffin. He is devoted to his family & friends and enjoys spending time with them and making memories as they experience their life journeys.