Investment management
Portfolio construction, implementation, monitoring, rebalancing, and reporting under a written advisory agreement.
Explore advisory services →Planning-led advice · disciplined execution
Built for the moments that matter.
Kairos connects investment advice to the decisions, obligations, and opportunities shaping a client’s broader financial life.
Kairos is a fee-only advisory firm providing investment management and financial planning under written advisory agreements.
The larger financial picture
Planning leads. Investments follow.
Kairos connects investment advice to the decisions, obligations, and opportunities shaping a client’s broader financial life.
Financial planning
Planning connects the portfolio to goals, liquidity, retirement, taxes, estate considerations, and risk.
Explore financial planning →Meet Kairos
People, purpose, accountability.
Kairos is a complete, independently engageable registered investment-advisory firm. Planning establishes the purpose of the portfolio; implementation follows a documented advisory process.
James Fredrick Collins leads advisory work and compliance. Jason Michael Burton leads executive management, governance, and compliance administration. Larie Thomas supports operations and client service.
Meet our team and learn about Kairos →Advice and custody
Kairos advises. Schwab holds client assets.
Kairos and Schwab are separate and unaffiliated. Kairos does not directly hold client cash or securities, and Schwab does not supervise or endorse Kairos.
Firm, custody, and regulatory information →Begin with clarity
Contact Kairos operations.
Reach out about Kairos investment management or financial planning. Email is not used to provide advice or accept client instructions.