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
| 17
| |
Northbrook, IL
| 22
| |
Northbrook, IL
| 21
|
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