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 them 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 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, a group of highly trained professionals offer corporate and business advisory, structure and transaction consulting, tax and estate planning and compliance services.
Our close-knit team of diversified professionals is dedicated to assisting our clients in their attempt to reach their goals – whether that means growing and preserving family wealth for future generations or monetizing an interest in a closely-held business. Most of our senior team members have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value for entrepreneurs and high net worth individuals, including their families and business interests.
With roots dating back to 1981, KB Financial brings together a team of qualified individuals in financial, tax and estate planning, insurance solutions, wealth management and merchant banking. We have been helping with the management of family enterprises, transitioning through generations, allowing them to pursue their goals for decades. Our family office capabilities are provided by our team of professionals serving families and businesses throughout the United States and globally.
Our strength lies in simplifying the complex for our clients and creating a platform to allow for sustainable success based upon our commitment to provide:
Our team members become vested in our clients’ success so our clients are able to deal directly with decision makers and can rely on continuity of advice over time. Our culture provides in-depth mentoring of our younger team members to permit a smooth transition of advisors to maintain the same client-focused culture as the generations change.
We work hard to align the right internal and external resources to help our clients seize opportunities and address challenges as they strive to achieve their unique objectives. We believe that by working in unity as one synchronized team, we can deliver more focused service and enable our clients to make informed decisions.
Through our Registered Investment Advisor, KB Financial Partners, we offer investment advisory recommendations and services that are based on a fiduciary standard, requiring us to put our clients’ interests first. We are not subject to many of the internal directives or conflicts of interest often faced by our larger competitors.
Our group of skilled professionals works closely with high net worth families, corporate executives, entrepreneurs and business owners. We are often asked to present a fully integrated approach advising our clients on the many facets of wealth creation and preservation — coordinating cash flow, tax, estate and investment planning, insurance needs, business advisory and day-to-day financial management services.
We recognize our clients have busy lives, requiring us to work within their schedules. We make a point to be accessible, stay in close contact with our clients and respond promptly to their needs with timely, well thought out advice.