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 advises individuals—including business owners, professionals, retirees, and families—as well as trusts, estates, and charitable organizations. The firm offers integrated financial planning and portfolio management along with services such as estate and tax planning, cash flow analysis, business succession planning, financial coaching, and standalone consulting “Lightning Meetings.” The firm describes a process-driven, five-step planning approach (Data Gathering; Discovery; Design; Implementation; Maintenance) that combines technical planning with clients’ values and behavioral considerations. Investment management centers on a long-term, “constant-weighting” asset allocation philosophy, periodic rebalancing, use of third‑party managers and sub‑advisors, and tax-aware techniques such as tax‑loss/gain harvesting. KFG’s brochure highlights several features less common among peers: it succeeded a prior registered adviser in a documented succession, discloses affiliations with other advisers and an affiliated CPA firm (with migration or client solicitation possible but optional), and references an affiliated non‑advisory financial mental‑health coaching service. The firm also maintains a firm blog, runs workshops, study groups and teleclasses, offers paid Lightning Meetings, and notes that portfolio performance comparisons and periodic reports are prepared and made available through a client portal or on request.

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.