Successful outcomes begin with the right questions.
The right partner matters.
Collaboration is the key to success.

Who We Are

Smart, successful wealth management is about results. To pursue outcomes aligned with your goals, you need a partner that not only deeply understands every aspect of your financial world but truly cares about your unique situation. Every individual or family has different objectives, different dreams and dynamics.  There are often many complex pieces of the planning puzzle that can become overwhelming.

At KB Financial Companies our strength lies in simplifying the complex. We believe in the power of listening. We become intimately familiar with your preferences and needs. Then we bring together, in a well-integrated family office platform, our experts in financial, tax and estate planning, insurance solutions, investment banking and wealth management.

Our Services

Investment Management

Family Wealth Planning & Governance

Corporate Advisory

Retirement Plan Services

Tax & Business Advisory

Investment Management

Any successful investment program depends on a core philosophy and a structured process to execute on that philosophy reliably. Without both components, a portfolio is like a ship without a chart or a captain, subject to the unpredictable winds of change.
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Family Wealth Planning & Governance

Families often engage us to act as their family CFO or general contractor. Even if no family business is involved, ideally affairs should be managed cohesively as one family enterprise.
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Corporate Advisory

KB Financial Advisory Partners provides boutique investment banking services and direct alternative investment opportunities to our clients.
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Retirement Plan Services

In 1981 KB Financial installed our first 401(k) Plan, and this plan has successfully grown with us for more than 30 years. The KB Financial team has developed a depth of expertise and knowledge that very few firms can equal.
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Tax & Business Advisory

Our professionals will assist you in meeting your compliance requirements in a timely and efficient manner. We can help you to resolve tax issues and provide sound practical advice to enable you understand the tax consequences of business transactions.
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Our Team

Our client teams are developed based on the specific skills, expertise and inclinations of each client. Clients receive personal attention from their dedicated team members, and depending on their needs, can access KB Financial Companies’ senior management team—not often the case with larger firms.

Our team members have a diverse mix of experience, talent and disciplines, but all share a commitment to intellectual integrity, expertise, and excellence – working hard to earn and keep our clients’ trust for generations.  KB Financial Companies continues to grow by attracting and recruiting the highest quality professionals.

James D. Kaplan
CLU, Chief Executive Officer
Mark I. Massad
Corporate Director
William H. Damora
CFP®, CLU, ChFC, CPFA, Managing Director - Co Founder
Erik Mosholt
CFP®, Chief Investment Officer
Daniel J. Furiness
CFP®, Director - Financial Planning
Joseph Sacco
Managing Director - Accounting & Tax Services
Brad K. Heindel
CFP®, Director - Investment Research
Ronald J. Sacco
Managing Director - Tax & Business Advisory
Mark E. Thielmann
Managing Director - Corporate Advisory

Contact Us

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