• Client Portal

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The information on this website is updated in real time and is believed to be reliable.  However, inadvertent errors in the transmission or inputting of information may have occurred.  If you notice something you believe to be inaccurate please call us.

Client Portal

This portal allows you to visit and explore each of your individual portfolios all in one convenient, easy to navigate portal.  View your account values, portfolio performance, run reports and more.

TD Ameritrade Client Portal

By using this portal, you are able to login to the website of TD Ameritrade Institutional, which provides brokerage and custody services to KMH. View real time account values, see monthly statements and trade confirmations, and download your annual tax forms from the actual source.

Money Guide Pro


The Money Guide Pro Portal allows you to engage and explore your financial goals. You can review or update your plan to see your progress towards your financial goals or simply change key assumptions to see how it affects your results.