A complete list of active advisors currently associated with K&H Wealth Partners
Warmer can help you find a great advisor at K&H Wealth Partners or one who fits your needs even better.
K&H Wealth Partners is a three-advisor, supported registered investment adviser formed in 2024 that manages roughly $66 million for about 70 clients. The firm provides ongoing portfolio management, financial planning, and pension/retirement plan consulting to individuals, high‑net‑worth clients, and institutional plan sponsors. The firm creates a written Investment Policy Statement for each client and offers primarily discretionary management using asset allocation, model portfolios, and third‑party managers, with methods of analysis that include modern portfolio theory, fundamental, technical and charting approaches. Strategies range from long‑term investing to short‑term trading (including short sales) and the firm may refer clients to third‑party platforms such as AssetMark while custodial services are provided through Schwab Institutional. Notably, the firm’s principals are licensed insurance agents and one holds a broker‑dealer registration, so recommendations of insurance or commissionable products are disclosed and documented as potential conflicts of interest. Compared with many peers of similar size, K&H also offers access to a broad set of specialty investments—including private equity, private credit, venture capital, annuities and precious‑metal ETFs—and describes procedures for disclosing and managing third‑party relationships and conflicts in client files.
To learn more about the advisors currently working at K&H Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northbrook, IL
| 18
| |
Northbrook, IL
| 23
| |
Northbrook, IL
| 21
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)