A Wealth Management Firm^SM

It's not just what we do, it's how we do it.

At Kulp Financial Services, our philosophy is to provide our clients with both personal and professional services.  We strive to do business the old fashion way, while still providing you with top-notch service.  We believe in long-term relationships, honoring our commitments, knowing you and your business intimately.  We strive to create holistic and long-term plans tailored to individual client needs. 

Our practice is built upon a comprehensive approach to Wealth Management, focusing on 9 Key Wealth Management Issues that our clients are likely to face at some point in their lives.

Because no two clients are the same, we are committed to individually knowing our clients well enough that we can help them anticipate when each Wealth Management Issue will become a priority.  This process also allows us to proactively provide our clients with ideas, suggestions and alternatives that need to be considered for each issue.

Howard and Wendy's affiliation with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc provides us with state-of-the-art, real-time technology, back office support systems, comprehensive research, due diligence, and an exceptional array of highly competitive, non-proprietary financial alternatives, securities and services.

Thank you for visiting us in our virtual office!  Please do not hesitate to contact us for a real life meeting.