5613 Beam Court,
We are a local multigenerational firm and there is one value that our team holds that outshines the rest: personal attention. Our white-glove service is wholly dependent on making sure that you feel comfortable and attended to when it comes to creating your financial plan and managing your investments. We are committed to giving you the advice you need to live your life the way you want.
We understand that Financial Planning can be intimidating or stressful, especially when you are dealing with milestones like selling a business, saving for retirement or education, strategizing which investments to focus on, or preserving your wealth. At KMH Financial Services, we specialize in business owners and families trying to “make it all work”. We listen to your concerns and will be by your side for the entire process, regardless of any changes that life may bring.
It is not all about the numbers – we know how hard it is to juggle everything you are trying to accomplish. We want to be your support system through the ups and downs as a true partner to you. If this sounds like something you have been looking for, schedule an initial meeting with us and take the first step towards feeling confident in your future.
LPL Registered Principal
Kimberly Herman has been leading KMH Financial Services since its inception in 2003. Kim has worked in the finance industry for over 40 years and has served specifically in personal finance for 27 years. As head of the ship, Kim...
Chief Operations Officer
As a Financial Advisor and Chief Operating Officer at KMH Financial Services, Kara Fransted specializes in figuring out what to do to make a financial strategy work. She puts an emphasis on detailed, multigenerational financial...