Komons Financial | Nik Koumoundouros Financial Advisor

Who We Are

We believe in a disciplined and process-oriented approach to prudent investing, founded in decades of academic research.

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What We Do

One of the most important components of any successful advisory relationship is truly understanding who you are as a person.

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How We Help

We strive to truly understand our clients financial priorities so that we can guide them towards the future they desire.

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Schedule a Meeting

Contact us today to learn more about how our services and how we can help you.

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Use the form on the rightbelow to contact us. If you decide to schedule a meeting with us here's what to expect:

We'll spend most of the meeting discussing your needs and listening to your answers.
We'll answer all your questions regarding the services we provide.
We'll talk about your current investment strategy and make notes for our follow-up conversation.

Although we may discuss ideas during the meeting we want to spend most of the time listening, rather than immediately trying to provide solutions.

After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals and income. Next we'll schedule a follow-up conversation in which we'll present our second opinion about your current plan.

There's no obligation for our second opinion service and any information we provide during your meeting and afterwards is yours to keep.

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- I want a second opinion about my financial plan.
- I'm looking for a financial advisor for assistance.
- I have other questions or comments.
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Your Life.
Our Guidance.

Empowering your future.

Who We Are

What We Do

How We Help

Schedule a Meeting

Ready to discuss your needs?

Your Life.Our Guidance.

Empowering your future.

Who We Are

What We Do

How We Help

Schedule a Meeting

Ready to discuss your needs?

Your Life.
Our Guidance.