Fee-Only Financial Advisors for the Financially Established
A Northern Indiana–based Registered Investment Advisor delivering fiduciary, comprehensive wealth management to clients nationwide.
Our Approach
Kestrel Wealth is an independent, Registered Investment Advisor. As fiduciaries, we are committed to acting in your best interest and providing the guidance and tools needed to help you and your family navigate your financial future with confidence.
How We Invest
Our primary responsibility is to protect and steward our clients’ wealth. Alongside preservation, we focus on generating sustainable cash flow and growing assets in a way that seeks to deliver meaningful returns after fees, taxes, and inflation. Our investment approach emphasizes high-quality companies identified through rigorous fundamental research, with portfolios often built using individual stocks and bonds.
How It Works
In addition to investment analysis and portfolio management, we also collaborate with attorneys and CPAs on matters related to retirement, tax, and estate planning. We are happy to work alongside your existing professionals or, when helpful, introduce you to trusted local advisors to support your planning needs.
Our Background
Founded in 2010 by Eric Koselak, Kestrel is committed to delivering personalized service and meaningful value through a disciplined investment process. Our approach begins with understanding each client’s goals, followed by thoughtful asset allocation and carefully selected investments, supported by ongoing portfolio oversight.
How We Serve You
Kestrel Wealth Management, LLC is an independent, fee-only Registered Investment Advisor serving high-net-worth individuals, endowments, and charitable organizations. Our approach is built around personalized, high-touch investment management designed to align with each client’s unique objectives.
As a fee-only wealth manager, our compensation is based solely on assets under management and is clearly outlined in our ADV.
Our Affiliations
