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Reiss Financial Group

Our Mission

Reiss Financial Group provides financial education, customized solutions and lifelong planning, while simultaneously delivering outstanding client experiences. We design personal financial plans that seek to accumulate wealth, preserve assets, distribute income and pass along legacies in the most tax-efficient manner for our clients and their families.

We succeed when our clients prosper.

Investment Philosophy

Our philosophy is to provide total wealth planning by adhering to a process of listening, establishing an investment policy, and developing a clear understanding of where our clients are and where they would like to be with respect to their financial well-being. We believe in using education, forward-looking market assumptions, proper asset allocation, continuous portfolio monitoring, and a long-term investment approach as we help our clients pursue their objectives.

Our History

Kip Reiss founded Reiss Financial Group in 2009 because he wanted to serve clients with a commitment to financial education and planning. As the son and husband of educators, Kip knows the importance of having clear insights, particularly when it comes to money. He continually seeks to help clients understand their financial picture and their options, so they can make informed decisions about their financial future.

As a boutique wealth management firm, Reiss Financial Group helps young professionals, high-net-worth individuals and families, and business owners by taking a comprehensive view of their entire financial lives to provide more holistic guidance. Our Financial Report Card process helps clients understand where they are, what they want to accomplish and how they can get there.

Our Strategic Alliances

Reiss Financial Group is part of a larger community of advisors known as Cornerstone Wealth Management. This collaborative group shares best practices related to investing, financial planning and providing exceptional service, so clients of Reiss Financial Group benefit from the collective knowledge of Cornerstone Wealth Management.

We are also associated with LPL Financial, one of the nation’s leading financial services companies. LPL’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. Reiss Financial Group relies on LPL’s financial research, tools and resources to help us provide objective investment guidance and streamline our business processes, so we have more time to focus on our clients.

**All investing involves risk including loss of principal. No strategy assures success, protects against loss, or guarantees positive results.
Asset allocation does not ensure a profit or protect against a loss.