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Kelos Wealth Planning

Who We Serve
About
How It Works
Get Started

Who We Serve
About
How It Works
Get Started

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Who We Serve
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Kelos Wealth Planning, LLC (“Kelos”) is a Registered Investment Advisor in the State of Ohio. Advisory services are only offered to clients or prospective clients where Kelos and its representatives are properly registered or exempt from registration. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Past performance is not indicative of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Kelos Wealth Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Kelos does not warrant that the information on this site will be free from errors. Your use of the information is at your sole risk. Under no circumstances shall Kelos be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Kelos or a Kelos authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered as a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Please consult your legal, tax, or accounting professional regarding your specific situation.

Kelos Wealth Planning, LLC is independently owned and operated and is not owned or controlled by XY Planning Network (XYPN).

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Hyperlink Disclosure Regarding Third-Party Websites

The information linked to third-party sites is being provided strictly as a courtesy/convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Kelos is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for use of the websites you are visiting.

Kelos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Kelos’ website or incorporated herein, and takes no responsibility thereof.

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