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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, and wealth management.

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 team of professionals. We provide investment advice, financial planning, insurance solutions and corporate retirement plan consulting. In addition, we offer family office services, corporate and business advisory, structure and transaction consulting, estate planning and tax 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 Advisory

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

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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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