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KB Financial is a collaborative financial ecosystem made up of unique areas of expertise working synergistically to drive better outcomes for our clients.

With roots dating back to 1983, we offer integrated services across financial, tax and estate planning, insurance solutions, wealth management and merchant banking.

At KB Financial, our strength lies in the power of integration.

To identify opportunities requires a deep understanding of the varied elements of each client’s financial landscape. Our multi-disciplinary team takes a holistic look at our client’s entire ecosystem which allows us to see the full picture, identify important synergies and uncover any opportunities that may have been overlooked.

This approach is different, and different drives better outcomes.

KB Financial coordinates essential wealth management activities through our captive entities. KB Wealth, LLC, a Registered Investment Advisor and Insurance Agency, provides investment advice, financial planning, insurance solutions and corporate retirement plan consulting. KB Family Office, LLC offers family office services, corporate and business advisory, structure and transaction consulting, tax and estate planning and compliance services.

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 Finance

An Investment Bank that provides strategic advisory and full capital market services to family-owned and entrepreneurial businesses. Through its affiliate KB Investment Partners LLC, KB co-invests with its capital partners, taking a majority stake in middle-market businesses.

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Princeton, NJ

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

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

    THE POWER OF
    Information
    Expertise
    Collaboration

    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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    KB Financial Partners LLC - Broker Dealer Disclosure

    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

    For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

    Check the background of these firms and investment professionals on FINRA’s BrokerCheck

    Click here for important Disclosures

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