Starboard Advisors is a division of Kelleher Financial Advisors. We provide investment management, estate, trust and wealth planning services tailored to the needs of our high-net-worth families.
Why Families Choose Starboard
Families choose Starboard because of our commitment to aligning with their financial goals and values. Our breadth and depth of services, our extensive experience of working with families, and our historic culture of fiduciary stewardship has endeared us to a select group of clients across the country.
The Kelleher Family Story
KFA was founded by the Kelleher family to help extend some of the same services and counsel they have benefited from to outside families. As a multi family office and registered investment advisor, KFA provides a dedicated platform serving families as a single point of accountability for the stewardship of their financial lives.
What Sets Us Apart
- 100% family and employee owned – no outside ownership and no private equity
- Family-office inspired culture
- Well capitalized with continual reinvestment into business infrastructure
- No proprietary products
- 100% transparency
- Customized advice
- Easy to understand fee structure and tracking
- Fully integrated investment, wealth, and estate planning
- Longstanding collaborative team
- Dedicated teams assigned to each family to cover all service needs
Our goal is to work with families in a holistic fashion
At Starboard, we provide customized and objective investment management, estate, trust and wealth planning services for high net-worth families.
Providing a Dedicated Family Office to Clients
Our financial planning principles are centered around one point – we are all on this earth for a limited time and money at its best use provides families flexibility and financial assurance.
North Star
Starboard Advisors provides a dedicated platform serving families as a single point of accountability for the stewardship of their financial lives.
Transparency
We are paid only by our families, no one else. There are no hidden fees or commissions and our solutions are free of conflict of interest and proprietary products. We offer complete transparency on investment decisions, fees, processes, and results.
Customized Investment Solutions
Our investment solutions are tailored to each family’s specific investment objectives, return expectations, liquidity parameters, tax constraints and risk tolerances.
Financial “Life” Planning
Our goal is to help provide and manage a system that is simple in usage, but sophisticated in its ability to manage the complicated set of variables surrounding clients’ financial and personal lives.
Chart Your Next Course
At Starboard we provide customized and objective investment management, estate, trust and wealth planning services for high net-worth families.
Meet the Team