Our History
Years of experience have prepared us to guide you through your life transitions.
Shared Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.
Infinite Resources
Want to learn more about retirement, social security, or estate strategies?
Welcome to the family
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our goals are your goals
KMH educates and guides clients on the construction and maintenance of a well-diversified portfolio tailored to work toward their unique needs from a personal, family, and business perspective. This thorough approach considers each client’s financial circumstances, budgets, tax considerations, risk tolerance, and family goals, while providing in-depth capital market analysis.
Where do you want your financial roadmap to take you?
By combining private planning with a disciplined, investment approach, this model provides the personal attention of an exclusive investment boutique powered by the resources of LPL Financial, the nation's largest independent broker dealers based on revenue as reported by Financial Planning Magazine, 1996-2018.
KMH provides planning services using WealthVision, a powerful planning tool which consolidates financial and estate planning in one secure location.