Empowering You to Achieve Financial Mastery
Kercheville Advisors, LLC is a fee-only fiduciary wealth management firm based in San Antonio, Texas. We help individuals and families achieve their financial goals by offering personalized investment and wealth planning solutions.
Our Mission
Our mission is to empower our clients to make confident financial decisions by providing comprehensive wealth management services that are tailored to their unique needs and goals. We believe in a collaborative approach that involves open communication, transparency, and personalized solutions.
Services Offered
We offer a wide range of services designed to meet your individual needs, including:
- Retirement Planning: Maximize your retirement accounts and investments for a secure future.
- Investment Management: Tailored portfolio construction and management for growth, preservation, or income generation.
- Estate Planning: Develop a comprehensive estate plan that aligns with your financial and personal goals.
- Tax Planning: Minimize taxes through strategic planning and investment strategies.
- Generational Wealth Management: Develop a plan to pass on wealth securely to future generations.
Our Process
We believe in a collaborative and transparent process that involves:
- Discovery: We will listen carefully to understand your unique goals and concerns.
- Analysis: We will assess your current financial situation and investment needs.
- Planning: We will work with you to create a personalized wealth management plan.
- Implementation: We will execute your plan and regularly monitor its performance.
- Communication: We will maintain open and clear communication throughout the process.
Our Team
Our team of experienced professionals is comprised of independent advisors with decades of expertise in financial markets. We are committed to providing our clients with personalized attention and guidance.
Why Choose Kercheville Advisors, LLC?
- Fiduciary Approach: We act in your best interests, putting your goals first.
- Transparency: We provide clear and concise information about your investments and fees.
- Client-Focused: We prioritize your needs and concerns to create a personalized plan.
- Experience and Expertise: Our team has extensive experience in navigating complex financial situations.
Overall Experience
The majority of reviewers have had an exceptional experience with Kercheville Investment Advisors, praising their professionalism, expertise, and personalized service. They highlight the advisors' knowledge, prompt responses, and trustworthiness, with many clients expressing gratitude for the growth of their investments.
Positive Characteristics
Kercheville Investment Advisors are described as knowledgeable, prompt, trust-worthy, and very experienced. They provide excellent client care, solid, balanced advice, and great communication when needed. Their staff is hardworking, easy to reach, and willing to spend time discussing options and current market trends.
Negative Experience
Only one reviewer had a negative experience, reporting that they were not engaged or interested in their needs during an initial call. They felt that the advisor was not willing to handle their smaller account, which led to a lack of follow-up or communication.
Value for Money
Several reviewers mention that Kercheville Investment Advisors have provided excellent returns on their investments over the years, with some even crediting them with helping their family financially. This suggests that the advisors are able to deliver value for their clients' money.
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