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You, First.

As a fiduciary firm, we hold your interests above our own. We believe trust is difficult to earn and is only achievable through long-term relationships—relationships built upon a deep understanding of who you are and what you hope to achieve.

The KMG Fiduciary Standard

We know that your goals may evolve, but your desire to reach them stays the same. Our forward-looking approach to wealth advisory makes it easy for your personalized plan to change alongside you – and our ongoing relationship lets us anticipate those changes.

Our trusted advisors and concierge team proactively execute your financial plan and swiftly take care of financial tasks, so you and your family can focus on what matters most to you.

Your Advisory Team

Your trusted advisory team takes the stress out of meeting your financial goals. Our regular conversations ensure you and your team stay informed and are always on the same page. Whether updating a financial plan, providing timely tax strategies, maximizing your employer-provided benefits, or gearing up for retirement, we are there every step of the way.

Your Concierge Team

Your Concierge Team has proudly created a higher standard of service. We operate according to our core values of:

  • Integrity – Honest, thoughtful commitment to you, your family, and your needs
  • Personalization – Valuable, relevant, and useful information, catered to the individual
  • Access – A direct line to our team, so we can meet your rapidly changing needs
  • Communication – Gracious, personal, and timely interactions, always
  • Courtesy – Respect for and consideration of you

Your Dynamic Personal Plan

01

Wealth Accumulation

  • Financial Planning
  • Retirement cash flow needs analysis and planning
  • Building and managing the proper portfolio
  • Education funding
02

Wealth Preservation and Income Creation

  • Cash flow management
  • Tax strategies (including RMD/Non-qualified and qualified distribution planning)
  • Credit and liability management
  • Social Security, medical cost and long-term care planning
03

Wealth Transfer

  • Charitable giving
  • Business succession planning
  • Gifting strategies
  • Family dynamics and financial education for future generations

Your Secure Digital Vault

A virtual safety deposit box that is your all in one centralized portal to store, share and access important documents. You can view your account information, portfolio performance, and your financial plan. All up to date, from anywhere, at any time.