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A full-service, independent
financial services firm.

We feel collaborative efforts bring about the most effective and satisfying long-term investment results. If desired, we can facilitate an open discussion of your financial plan with your entire family. We will also work in conjunction with other trusted family advisors, including your attorney and accountant.



Kurt Jamiel

Kurt Jamiel is founder and president of Jamiel Financial Advisors, LLC. Raised in a family of successful investors and tutored in the stock market by his father, Kurt has a lifelong respect for the capital markets and a passion for investing.

Law school and the U.S. Army add to Kurt’s experience. As an Intelligence Officer assigned to an Infantry Brigade in South Korea, his Commanding Officer commented in a formal review that Kurt has “integrity beyond reproach.” And with a graduate degree in Law, Kurt has the knowledge to identify critical issues, organize solutions and clearly communicate courses of action.

Prior to opening Jamiel Financial Advisors, LLC, Kurt spent eight years working with financial institutions, creating comprehensive and successful financial plans for their clients. He sharpened his skills at Sage Management in Washington, D.C., then as a Vice President with the Bank of Boston.

In July 2003, he formed Jamiel Financial Advisors, combining his investment, legal and geo-political experience to bring great depth and breadth of expertise to private clientele.