We focus on your unique goals to help you navigate today’s complex financial challenges.
KMH is an independent, fee-only financial planning and wealth management firm dedicated to enhancing wealth and creating legacies for current and future generations.
As an investment advisor we are a fiduciary and must act in the best interest of our clients. We believe anyone seeking financial planning and investment services deserves competent and objective advice.
We partner with you to build a personalized financial plan and recommend an appropriate investment strategy that aligns with your core values and life goals.
Our clients are individuals, multi-generational families, non-profits, and businesses. Several of our multi-generational clients span four generations.
KMH offers financial planning and investment strategies on a Fee-Only basis which enables the firm to recommend investment products with no bias towards commissions or fees from product sales. Being independent allows us to follow a client-centric approach versus corporate goals.
Our team is comprised of CERTIFIED FINANCIAL PLANNER™ professionals, who have met the rigorous education, examination, experience, and ethical requirement to earn the CFP® mark. We are committed to providing the highest standard of financial planning to build sustainable wealth.