A complete list of active advisors currently associated with Kutscher Benner Barsness & Stevens, Inc.

Warmer can help you find a great advisor at Kutscher Benner Barsness & Stevens, Inc. or one who fits your needs even better.

Kutscher Benner Barsness & Stevens is a fee-for-service SEC-registered advisory team of six professionals managing roughly $627.8 million for about 180 individual, family and trustee clients. The firm offers integrated financial planning and portfolio management, including selection and monitoring of subadvisors, guidance on employee equity and concentration issues, and counseling on private and interval investment funds. The firm’s process centers on a written, in‑depth financial plan that combines balance-sheet analysis, cash‑flow and tax forecasting, and a proprietary asset‑allocation framework that mixes active and passive managers. KBBS operates on a primarily non‑discretionary basis—seeking client approval before implementing trades—and routinely advises on less liquid structures (private funds and interval funds), using sponsor-reported values for valuation and fee calculations. What is distinctive is the firm’s integration of legal counsel into its offering: one of the firm’s principals maintains a separate law practice that focuses on estate planning, angel investments and private transactions, with clients required to sign separate engagement letters to address potential conflicts. The firm also maintains a multi-office presence and explicit policies treating cash as an asset class and addressing non‑traditional investments, reflecting a practice oriented toward entrepreneurs and clients with concentrated or private holdings.

To learn more about the advisors currently working at Kutscher Benner Barsness & Stevens, 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.