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About KB Financial

Sophisticated clients require a partner with deep knowledge across many different disciplines. KB Financial addresses the needs of our clients by assembling a team into an innovative ecosystem to drive better outcomes.

In today’s environment, looking at the obvious is not enough. We take a deeper, more integrated view across the complete financial landscape to understand how key elements can work synergistically – and identify opportunities that impact outcomes.

KB Wealth

An innovative wealth management platform designed to provide sophisticated holistic advice to our clients across our entire ecosystem.

KB Family Office

A comprehensive and consultative approach that integrates all the varied elements of your financial landscape.

KB Corporate Advisory

A Corporate Advisory Firm that provides strategic advisory and full capital market services to family-owned and entrepreneurial businesses.

Our clients entrust us to care for their two most
valuable assets: their family and their business.


KB Financial team members offer a blend of experience, talent and diverse disciplines while sharing a commitment to intellectual integrity, knowledge and excellence — working hard to earn and keep our clients’ trust through generations.

Not Finding What You’re Looking For?

Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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