A complete list of active advisors currently associated with KOM Wealth Management Group, LLC

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

KOM Wealth Management Group provides financial planning, consulting, and ongoing investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Services include discretionary and non‑discretionary portfolio management, allocation recommendations for variable annuities and employer‑sponsored retirement plans, and referrals to independent money managers. The firm combines fundamental, technical, and cyclical analysis with strategies that range from long‑term buy‑and‑hold to shorter‑term trading, options, margin, and use of third‑party managers, and it conducts regular monitoring and at‑least‑annual reviews of managed accounts. KOM issues client reports and other firm communications that may include market‑related information — a practice the brochure highlights and that is relatively uncommon among similar team firms (periodicals/newsletters are rare). KOM’s brochure discloses a broader-than‑typical menu of complex and alternative offerings — including structured notes, buffer ETFs, private placements for accredited investors, direct indexing, securities‑backed lines of credit, and a stated position on cryptocurrency exposure — and it documents related operational and risk considerations. The firm also notes affiliated insurance activities (commissionable insurance sales by advisory affiliates), participation in fee‑sharing arrangements with independent managers such as Zacks, and that it imposes no account minimums, which are distinguishing operational features relative to many peers.

To learn more about the advisors currently working at KOM Wealth Management Group, 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.