A complete list of active advisors currently associated with Kuhn Advisors, Inc.

Warmer can help you find a great advisor at Kuhn Advisors, Inc. or one who fits your needs even better.

Kuhn Advisors serves individuals, high‑net‑worth clients, trusts and charitable institutions, offering discretionary portfolio management, bundled financial planning and limited consulting services. Financial planning is provided only as a bundled service for advisory clients rather than on a standalone basis. The firm follows a value‑oriented, long‑term investment approach that emphasizes actively managed mutual funds and manager selection, favoring concentrated portfolios and a buy‑and‑hold mindset. Portfolios are managed on a discretionary basis with quarterly reviews and may be tilted toward small‑cap and international equities to pursue growth while relying on manager conviction to manage risk. Notably, Kuhn Advisors reports approximately $800.8 million in assets under management while operating with a small adviser team, producing an unusually high AUM per adviser for its peer group. The firm is affiliated with a separate CPA practice that provides accounting services to clients and makes use of custodian‑provided educational conferences and events and occasional specialized consulting in its client service mix.

To learn more about the advisors currently working at Kuhn Advisors, Inc., 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.