Kindred Peak is a wealth management practice built on a simple belief: money is here to serve you — you are not here to serve money.
Why we exist
Kindred Peak is a mission-driven company. We have no doubt our competence, experience, and excellence will allow us to be financially successful in business. But if our real-world impact isn't meaningfully noticeable, we won't have achieved our mission. Our company is completely successful when we accomplish our mission.
Mission
To promote human flourishing through financial clarity and freedom.
Vision
Our clients have more time and peace of mind to spend their days on what matters most to them.
Values
Regardless of circumstances, we make decisions for our clients' best interest — every single time.
Every human has unimaginably great potential. Every discussion with or about a person needs to help that person recognize their potential.
Businesses must be profitable on average to maintain their impact and legacy. And people are infinitely more valuable than the bottom line. We treat others the way we'd want to be treated.
Our clients pay us to provide value that is some multiple higher than the fee they pay. We earn that fee by delivering excellence in every aspect of our business.
If something is worth doing, it's worth not quitting.
If you want to go fast, go alone. If you want to go far, go together.
What we do
Make optimal money decisions to help you achieve your financial goals.
Investment portfolios designed for your specific life circumstances.
Don't pay the IRS any more than you must.
Let your loved ones grieve and celebrate your life without financial headaches.
Protect the life you've built for yourself.
Who we serve
Building careers and families at the same time, and wanting to do both well. They're looking for clarity on how to grow a strong financial future, invest wisely for retirement and their children, and keep a rising tax bill in check.
Read their story →
Diligent savers approaching or already enjoying retirement. The questions turn practical: whether the lifestyle they've built will last, which accounts to draw from first, and when to take social security.
Read their story →
An owner who's spent years building something of real value and is thinking about what comes next. The work is mitigating capital gains, turning proceeds into a reliable paycheck, and keeping a family's legacy alive.
Read their story →Our process
Step I
A 15-minute call to see whether we're a good fit for you, and you for us.
15 minutesStep II
To prescribe the right strategies, we first need to understand your circumstances. We'll learn your goals and your numbers so the advice is precise.
One meetingStep III
We push up our metaphorical glasses, sharpen our pencils, and get to work. This takes two to three weeks. Nothing for you to do in this step.
2–3 weeksStep IV
We present our findings and propose strategies. There's no pressure to sign. We'll ask you to go home and think it over.
One meetingStep V
Once you understand the value we deliver, you can become a Kindred Peak client. We'll send the paperwork and celebrate the beginning of your financial clarity and freedom.
Onboarding
Meet your advisor
CFP® · CFA® Charterholder
MBA, University of Texas at San Antonio
David Hillner is the founder and owner of Kindred Peak Wealth Management. He is guided by his ideals and grounded by his pragmatism. He hopes to be as helpful as possible to the people in his life. Sometimes that is helping a person obtain financial clarity and freedom — sometimes it's just getting tacos on a Tuesday.
David obtained an MBA from the University of Texas at San Antonio. He holds the CFP® designation and is a CFA® charterholder.
Away from the office, he enjoys board games, tennis, skiing, hiking, smoking briskets, and birdwatching. His greatest joy is being with his wife and their three adventurous children.
Please schedule an appointment to meet virtually or in our San Antonio office.
Schedule a consultation