A complete list of active advisors currently associated with KFG, LLC

Warmer can help you find a great advisor at KFG, LLC or one who fits your needs even better.

KFG, LLC provides fee-only integrated financial planning and discretionary and non‑discretionary portfolio management for individuals, high‑net‑worth clients, business owners, professionals, retirees, trusts, estates, and charitable organizations. Services described in the brochure include comprehensive financial planning, investment portfolio management, estate and tax planning, business succession and mortgage analysis, and financial coaching. The firm emphasizes a long‑term, constant‑weighting asset allocation philosophy, using periodic rebalancing and third‑party managers/sub‑advisors to implement strategies tailored to each client’s goals and risk tolerance. Its client process is framed around a five‑step planning workflow (Data Gathering; Discovery; Design; Implementation; Maintenance) and it also offers shorter standalone consultations called “Lightning Meetings” and ongoing planning reviews and monitoring. Compared with many peers, KFG publishes client education content (including a firm blog) and runs workshops, study groups, tele‑classes and special events as part of its client engagement model. The brochure also discloses a number of formal affiliations—including relationships with other registered advisers, a related CPA firm that may solicit clients (clients are not required to use those services), a succession agreement with another advisory firm, and an affiliated financial‑mental‑health coaching business—arrangements that are less common among similar team firms.

To learn more about the advisors currently working at KFG, LLC, 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.