Kevin Kraus

The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our website.

Aug 6, 2025

Kevin has been an incredible financial advisor for me over the years. I trust and value his recommendations on my portfolio. He has balanced my risks and results over the years we've been working together.

Ann D.

Jul 28, 2025

Kevin and the team have been great partners in advising us on our financial and retirement plans. They take the time to listen to our needs and care that we achieve our objectives. We appreciate that Kevin brings tools to help us expand our thinking so we have a complete plan mitigating risk. We enjoy working with them.

Ann A.

Jul 26, 2025

Kevin has served our family with excellence for 25 years. His financial advisory services are outstanding and the results speak for themselves. In addition he provides our entire family with seamless assistance in areas such as tax, retirement and estate planning. He has a team around him that provides timely, outstanding service as well.

John L.

Jul 26, 2025

Kevin has been our trusted advisor for over 20 years. He is highly responsive and has provided not only excellent investment stewardship and counsel, but also guided us in making solid choices related to giving and family legacy management. We have confidently recommended Kevin to numerous friends and family members.

Reinhard Z.

Jul 26, 2025

We have valued working with Kevin and his team for the last 20+ years. We can't imagine working with anyone else.

Bill B.

Jul 25, 2025

He is the real deal. After years of having 'salespeople' say they are managing our portfolio, he really is doing it. The market, estate, and tax planning are second to none. And best support staff ever. Seriously. No smoke.

Janet J.

Jul 24, 2025

A true pleasure working with Kevin and his team.

Britts

Jul 23, 2025

Kevin has done a great job guiding us into retirement. He continues to do that. I learn something every time we meet. He asks good questions and introduces new ideas to consider. We are very pleased with Kevin and his team.

Anonymous

Jul 23, 2025

Kevin is knowledgeable, detail-oriented, and very personable. We've enjoyed working with him and appreciated his sound advice and wisdom.

Heather C.

Jul 23, 2025

Kevin has done an excellent job through good markets and terrible markets in growing and protecting our assets. He and his colleagues are always responsive to our, sometimes quirky questions, and in a friendly manner. We are very happy with his work.

Terry W.

Jul 23, 2025

Kevin and his team are great in every way. Great investment manager, tax consultant and in challenging us in our charitable giving.

Ron J.

Jul 23, 2025

Extraordinary. His insights, responsiveness, team, and results are unparalleled. We will refer as many people as they can absorb!

Lori L.

Jul 23, 2025

Kevin has guided our financial plan for many years, and he is a very competent and kind CFP advisor. It has been an honor to recommend him and his team to friends so they may experience “peace of mind” and financial contentment as we do. Our face to face meetings and phone conversations are extremely beneficial and thorough. We are grateful for him as he continues to prepare and guide our financial journey to 100 years of age!

Elaine F.

Jul 23, 2025

Kevin is very knowledgeable and readily available to answer any questions. We appreciate his expertise and willingness to advise and find solutions.

Tara S.

Jul 22, 2025

Kevin’s expertise and genuine care has allowed us to face our financial future with confidence and peace of mind.

Jason B.

Jul 22, 2025

Kevin first became our advisor 30 years ago. We trust his judgement, value his opinion and trust him completely handling our finances. He and his team are very professional, quick to respond, and always follow through.

Greta b.

Jul 22, 2025

Kevin is amazing. Always very attentive and knows exactly what is going on with us and our financial situation. I always feel very confident with the advice he gives us and never worry that we are headed down the wrong path.

J.D.

Jul 22, 2025

Kevin is an exceptional financial advisor—strategic and highly attuned to the nuances of complex portfolios and individual risk appetite. His guidance is thoughtful and tailored, with a clear understanding of both immediate needs and long-term goals. Working with him has brought clarity, confidence, and measurable value to our financial planning.

Leigh H.

Jul 22, 2025

Kevin is a good listener & explains financial situations well. We have recommended him several times.

Diane A.

Jul 22, 2025

Words can't express how fortunate we are to have worked with Kevin and his team for over 20 years. He is responsive, diligent, knowledgeable, and has protected and grown our nest egg beyond our expectations. I would highly recommend Kevin to be the CFO for everyone I know.

Carol A.

Jul 22, 2025

Very helpful with advice and assistance with financial areas outside of investments.

Bob R.

Jul 22, 2025

Makes constructing and executing a financial plan fun!

PAUL D.

Jul 22, 2025

Kevin has been very helpful to me in planning for our coming retirement and generally handling financial issues that I would neglect. That alone is very meaningful. To the degree that I have issues it is with financial results compared to broader market indices over time. Even with those concerns I am still highly satisfied with my relationship with Kevin.

John R.

Jul 22, 2025

I love Kevin's demeanor in talking about our future and our finances. He has an easy way about him that allows us to be relaxed. He is thorough and complete in what he does and is focused on our good

Keith L.

Jul 22, 2025

Kevin is professional, personable, and sincere. We have enjoyed working with him and trust his judgment in managing our portfolio.

Ron P.

Jul 22, 2025

Kevin and his team are great. They have helped us immeasurably with current financial needs while setting things up for future growth and estate planning. He’s a great listener and always keeps our concerns in mind. Over the years, with various family estates, we’ve worked with five or six CFPs. Kevin and HB are the best. It’s not even close.

Anonymous

Jul 22, 2025

Kevin asks the right questions, listens to us and understands our values, strengths and weaknesses and advises, encourages and challenges us accordingly.

Vicki and David S.

Jul 22, 2025

Kevin has done a great job of helping us plan our retirement strategy. We value his integrity and candor. I would highly recommend him and his team.

Anonymous

Jul 22, 2025

It is always a pleasure to meet with Kevin as a person and financial advisor! Kevin is always prepared and in tune with our portfolio, and his knowledge, experience and decision-making skills are paramount in customer satisfaction and client care.

Debra K.

Jul 22, 2025

Kevin is SO on top of any issue we've had!

Ann C.

Jul 22, 2025

Kevin is Beyond World Class. He provides us Peace of Mind in explaining our financial plans as we seek to be more generous and experience contentment. He is always available and willing to answer any questions and assist with quirky things that pop up. He’s the Best.

Steve F.

Jul 22, 2025

Decades of trust, confidence and going over and beyond financial planning consistently delivered. He is a part of our family and a constant blessing!

Jeff B.