• Services

KMH Wealth is an established firm with the expertise multi-generational families, individuals and businesses need to thrive. They have associations with attorneys and other specialized service providers in the Victoria area, San Antonio, Austin, Corpus Christi, Houston, Dallas and New York.

The firm is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Securities are offered through TD Ameritrade Institutional, our preferred custodian.

Our staff professional memberships include the American Institute of Certified Public Accountants (AICPA) and its Financial Planning Section (PFS), The National Association of Personal Financial Advisors(NAPFA), the Texas Society of Certified Public Accountants (TSCPA), the Financial Planning Association(FPA) and the Victoria Estate Planning Council.

The firm is also affiliated with Keller & Associates CPAs, PLLC, an accounting firm in practice since 1969.