A complete list of active advisors currently associated with Kahn Financial Group

Warmer can help you find a great advisor at Kahn Financial Group or one who fits your needs even better.

Kahn Financial Group serves primarily individual and high‑net‑worth clients, along with some pension and profit‑sharing plans and small business portfolios. The firm provides comprehensive financial planning—with a focus on retirement and estate planning—and portfolio management that relies largely on mutual funds. The firm says it customizes advice based on each client’s goals, time horizon and risk tolerance, using a basic risk questionnaire and regular reviews to align investments and monitor performance. Kahn Financial Group does not accept discretionary trading authority; it operates an all‑inclusive Raymond James “Ambassador” wrap program on a non‑discretionary basis and contacts clients before executing trades, with at least annual account reviews and quarterly statements. Distinctive features include that the firm’s investment adviser representatives are also registered representatives of Raymond James Financial Services and licensed insurance agents, which can limit execution to the broker‑dealer and create situations where commission‑based insurance or annuity recommendations are made. The firm also offers private placement life insurance and variable annuity solutions for qualified clients and reports that less than half of its revenue is derived from commissions.

To learn more about the advisors currently working at Kahn Financial Group, 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.