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Kincaid Financial Advisors

Taking care of what's important so you can focus on what matters most to you

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

Our Process 

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

At Kincaid Financial Advisors, we provide investment solutions for our clients based on their needs and objectives. Through numerous different investment platforms, a multitude of investment products, and a holistic approach to your overall portfolio, the tools available to customize your portfolio are immense.

Kincaid Financial Advisors

Krystal Lightfoot:

Jennifer Noland:

Sedona - Village Of Oak Creek

6486 Highway 179, Ste 111
Sedona, Arizona  86351
Office (928) 284-3636
Fax (928) 284-3606