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.

 
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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

 
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Kenneth M. Ford, AWMA®, AIF®
Founder

Ken Ford is a financial advisor who thrives on competition—both in the pool and in the world of finance. As a college All-American swimmer and Hall of Fame inductee, Ken understands the discipline, strategy, and perseverance needed to achieve top performance. He brings that same competitive drive and commitment to excellence to his clients, helping them retire on time and live the life they are accustomed to.

With over 30 years of experience, Ken began his advisory career at some of Wall Street’s most prestigious brokerage firms, serving high-net-worth clients. His dedication to providing independent, objective guidance led him to become an independent advisor affiliated with Private Advisor Group. Ken is passionate about empowering clients to reach their financial goals through personalized strategies and clear, actionable insights.

Ken’s expertise is reinforced by his industry credentials: he holds the Accredited Investment Fiduciary® (AIF®) and Accredited Wealth Management Advisor® (AWMA®) designations from The College for Financial Planning. These advanced credentials equip him to address the complex financial needs of affluent clients and their families.

Beyond the office, Ken embraces the great outdoors as an avid snowboarder and enjoys the challenges of golf, where strategic thinking and precision are key. He believes that the lessons learned in sports—dedication, resilience, and focus—directly translate to helping clients navigate their financial journeys.

Ken resides in Warwick, NY, with his wife Femi and their two children, Ellie and Leo.

Check the background of this investment professional on FINRA BrokerCheck.

 
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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.

Ready to learn more?
Let’s get in touch.