We believe educated clients are the best clients.
Our Mission
Setting a higher standard of advice for 403(b) retirement plan participants.
We provide advisory services to K-12 employees to help them get the maximum benefit out of their 403(b) retirement plan . We’ve simplified the 403(b) investment process by partnering with the highest quality provider that don’t have conflicts of interest with your goals, so spend you can less time worrying about your retirement and more time doing what you love.
We’re removing conflicts of interest normally found in the 403(b) product sales process.
If your district is like many others, they may be lacking a process for evaluating 403(b) providers. As fiduciaries, the advisors at K-12 Financial Advisors have the flexibility to choose from a variety of high quality products with your best interest in mind. Our experience working with 403(b) plan providers means we’re particularly adept at helping educators like you find the investment products that align with their goals.
Our Services
K-12 Financial Advisors is here to help K-12 individuals and school districts select retirement plans that meet a higher standard, along with other traditional financial services.
Financial Planning
We assess your financial landscape, goals and objectives. Once we know where you stand in relationship to your goals, we can guide you to the course of action most likely to help you pursue them. We do this through educating you on the options you have available and the pros and cons of those decisions.
Investment Management
We manage a number of unique portfolios with very different objectives. Determining which one is appropriate for you takes a deep understanding of what each is designed to do and the environment we are operating in currently. Sharing this with our clients gives them a better understanding of what to expect from each investment style.
Who We Are
Kenneth M. Ford, AWMA®, AIF®
Founder
Ken brings a competitive edge to the financial world, leveraging his background as a college All-American swimmer and an inductee into his college's Athletic Hall of Fame. With over three decades of financial experience, Ken combines his drive for success with a personalized approach to help clients work towards achieving their financial goals.
Ken's advisory career started almost 30 years ago, working with high-net-worth clients at some of the oldest Wall St. brokerage firms. However, his unwavering commitment to providing independent and objective guidance led him to become an independent advisor affiliated with Private Advisor Group.
In addition to his financial acumen, Ken's competitive nature shines through in his personal life. As a college All-American swimmer, he understands the dedication and discipline required to excel in both sports and finance. This competitive spirit fuels his passion for helping clients navigate the complexities of their financial journeys.
Ken's expertise is backed by his industries credentials, holding an AIF® and AWMA® from The College for Financial Planning. The AWMA® designation, a graduate-level program, equips him with the knowledge to address the intricate financial challenges faced by affluent clients.
When he's not assisting clients in pursuing financial success, Ken enjoys embraces the great outdoors and is an avid snowboarder, finding exhilaration in conquering the slopes. Additionally, his love for sports extends to golf, where he relishes the challenge and strategic thinking the game demands.
Discover firsthand how Ken's competitive nature and personalized guidance can empower you to achieve your financial aspirations. Join his clientele and embark on a journey towards financial prosperity.
Ken resides in Warwick NY with his beautiful wife Femi & Two children Ellie & Leo
Check the background of this investment professional on FINRA BrokerCheck.
*As reported in Financial Planning magazine 1996–2015 based on total revenues.
Femi Ford
Client Relationship Manager
Femi’s primary roles at the firm include scheduling appointments, coordination of client appreciation and public education events, assisting with new client transitions, and helping clients with general account-related questions.
Prior to joining K-12 Financial Advisors, she worked at Veritas Group, Ltd. and MetaFoundry as a web and print Production Manager for a variety of clients such as Mercedes Benz, Toshiba Consumer America Products, Bristol-Myers Squibb, Vail Film Festival, Excedrin, and Dan Zanes.
Femi is a native of Warwick, NY having grown up in Bellvale. When she’s not busy with K-12 Financial Advisors, she can be found doing freelance work, volunteering in the school and community, gardening, creating art, and raising her two beautiful children, Ellie and Leo.
