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 works primarily with individual and high net worth clients, and also serves pension and profit-sharing plans, offering comprehensive financial planning with an emphasis on retirement and estate planning along with portfolio management. The firm generally implements advice through mutual funds and related products and provides written financial plans and ongoing account monitoring. Kahn Financial Group operates on a non-discretionary basis only — advisors make recommendations but clients retain final trading authority — and the firm says it aligns investments to client risk tolerance, time horizon and goals while avoiding frequent trading. The firm relies on third-party research (including Morningstar and proprietary RJFS research), provides quarterly statements and performs at least annual reviews of client accounts. Distinctive features include that Kahn Financial Group’s investment adviser representatives are also registered representatives of Raymond James Financial Services and licensed insurance agents, and the firm offers Raymond James’s Ambassador wrap program while choosing to use it exclusively on a non-discretionary basis. The firm also offers insurance and private placement products (including private placement life insurance and certain variable annuities with high minimums), discloses potential commission compensation for some products, 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.