Kissling Financial Joins Rothschild Financial Partners, Bringing Three Decades of Tax-Smart Retirement Planning to an AI-Native Platform

The Western Pennsylvania independent RIA, with approximately $220 million in client assets, is the latest partner firm to join RFP

CHICAGO, Oct. 26, 2026 /PRNewswire/ -- Rothschild Financial Partners ("RFP"), the wealth management firm formed by Rothschild Wealth Partners and Singularity Financial Partners, today announced that Kissling Financial, an independent registered investment adviser based in New Castle, Pennsylvania, with approximately $220 million in client assets, has joined the firm.

Founder Timothy J. Kissling, CPA, has spent more than 30 years as a financial professional, emphasizing after-tax growth and the overall safety of client portfolios as he guides clients through retirement and wealth transfer, including periods of market turbulence. Tim joins RFP as Managing Director and Partner. His separate CPA practice is not joining RFP and continues to operate independently.

"Tim has spent three decades helping families keep more of what they have earned and protect what they have built, and that is exactly the kind of advisor we want joining Rothschild Financial Partners," said Phil Johnson, President, Rothschild Financial Partners.  "Kissling Financial reflects what we hear from independent advisors across the country: they want to keep the client relationships they have built and gain the resources and scale to serve those clients better," he added.

"I have always believed that good advice starts with understanding the whole picture, and that has to include taxes," said Tim Kissling, CPA, Managing Director and Partner, Rothschild Financial Partners. "As I thought about the next chapter for my clients, I wanted a partner that shared that philosophy and could back it with stronger technology and a deeper bench. RFP gives me that, and my clients keep the same advisor they know."

Kissling Financial is the third firm to join Rothschild over the past 3 months.  Two more firms are expected to join by the end of 2026.  RFP is expecting to advise on over $700M of client assets by the end of 2026. 

Experience Meets Technology

Rather than adding artificial intelligence to a legacy system, Rothschild Financial Partners was registered as its own firm so its technology could be built with AI at the core from day one. For Kissling Financial's clients, that means the same trusted advisor, now supported by real-time insight into their accounts and an integrated team of estate, tax, insurance, succession and retirement specialists.

"Tim's practice is built on understanding the full picture of a client's finances, and that is exactly where AI can help most," said Jim Zimmerman, Chief AI Officer. "Because our technology was designed around AI from the start, it can surface planning opportunities, flag tax considerations and handle the routine work in the background, so Tim and his team can spend their time on the conversations that matter to their clients."

RFP is welcoming new partner firms, and additional announcements are expected in the coming weeks. Advisors interested in learning more can visit rothschildfp.com.

About Rothschild Financial Partners
Rothschild Financial Partners is a registered investment adviser with 118 years of institutional history behind it, operational infrastructure for RIAs inside it, and ownership in the hands of its partners: Rothschild Wealth Partners, Singularity Financial Partners and the advisors who join. Learn more at rothschildfp.com.

About Rothschild Wealth Partners
Rothschild Wealth Partners is a Chicago-based wealth management firm whose roots trace to Rothschild Investment Corporation, founded in Chicago in 1908 by Monroe Rothschild. The firm advises on more than $10 billion in combined enterprise wide assets and is owned by its clients, advisors and executives.

About Singularity Financial Partners
Singularity Financial Partners is the operations and infrastructure for RIAs. Headquartered in Henderson, Nevada, Singularity comes in alongside the principals of established RIAs and operates the firm with them, strengthening operations, technology, talent and growth.

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SOURCE Rothschild Wealth Partners