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

Who We Are

Successful wealth management is an evolutionary process. To pursue your goals, you need to partner with a team that understands the dynamics of your financial environment and truly cares about your unique objectives. Everyone has different goals and planning dynamics, however, all too often, assembling the complex pieces of the planning puzzle can make it feel overwhelming.

At KB Financial, our strength lies in simplifying the complex. We believe in the power of listening. We strive to become intimately familiar with your personal preferences and needs. Then we construct an integrated family office platform with our team of professionals- coordinating financial, tax and estate planning, insurance solutions, wealth management and merchant banking to help support your quest for financial success.

KB Financial coordinates essential wealth management activities through our captive entities. KB Financial Partners, LLC, a Registered Investment Advisor and Insurance Agency, provides investment advice, financial planning, insurance solutions, and corporate retirement plan consulting. Through KB Financial Advisory Partners, LLC, our team of professionals offer corporate and business advisory, structure and transaction consulting, tax and estate planning and compliance services.

Our Services

Investment Management

Family Wealth Planning & Governance

Corporate Advisory

Retirement Plan Services

Tax & Business Advisory

Investment Management

A successful investment program depends on a core philosophy coupled with a reliable structured process to execute on that philosophy. Without both components, a portfolio is like a ship without a rudder drifting at sea.
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Family Wealth Planning & Governance

Clients often engage us to effectively act as their family CFO. Even if a family business is not involved, the diverse interests of family members should ideally be managed cohesively as an enterprise focused on a core family philosophy.
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Corporate Advisory

KB Financial Advisory Partners provides our clients with strategic merchant banking services and alternative investment opportunities.
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Retirement Plan Services

KB Financial experts have a long history of delivering retirement plan solutions to companies and their employees and can help navigate the complexities of corporate sponsored retirement plans. We have been advising clients on corporate sponsored investment plans since 1983. Since then, the KB Financial team has developed a depth of experience, expertise and knowledge that we believe very few firms can equal.
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Tax & Business Advisory

Our skilled team of professionals at KB Financial helps our clients resolve complex tax issues and provides sound practical advice so they can evaluate the tax consequences of their financial and business transactions. We also provide a platform to assist clients with all of their personal or business compliance requirements in a timely and efficient manner.
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Our Team

We carefully evaluate the specific needs, skills, expertise and aspirations of each client to assemble a client team we believe is best suited to assist them in pursuit of their goals. Clients receive personal attention from their dedicated team members and, depending on their needs, the direct involvement of KB Financial’s senior management team—a commitment that larger firms often can’t make.

Our team members offer a blend of experience, talent and diverse disciplines while sharing a commitment to intellectual integrity, expertise and excellence — working hard to earn and keep our clients’ trust through generations. KB Financial continues to deliver this level of service by attracting and retaining highly qualified professionals who all share a desire to provide effective, practical advice.

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

Contact Us

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