Kintra, a registered investment adviser, recently launched.
The company is the result of the merger of six wealth management firms with more than $4 billion in assets under management and 74 employees working in Pennsylvania, Ohio, New Jersey, Rhode Island, Massachusetts, Kentucky, Florida, and Texas.
Founding firms include Evergreen Wealth Solutions, Loring Advisory Group, McCarthy & Cox, Rembrandt Financial Group, Tupler Financial and Warren Wealth Associates. The firm’s advisers collectively have decades of experience serving business owners, individuals and families, and institutions throughout the United States
“At Kintra, each of our firms has built something strong independently, but by coming together, we’re able to elevate the client experience, expand our capabilities, and invest more deeply in a modern, technology-enabled platform,” Andy Harris, Kintra co-founder and CEO, said. “Most importantly, this allows our advisers to collaborate more intentionally, so clients benefit from a broader perspective, deeper planning, and more thoughtful guidance.”
“We believe wealth is a means, not an end,” co-founder Jim Cox said. “At its best, it gives people the freedom to spend time with those they love, pursue what matters to them, and live with intention. Our role is to help clients build that kind of life with clarity, confidence, and purpose.”