Overview

Looking to grow our practice through acquisition, or provide a succession plan for advisor(s) looking to retire within 1-2 years. KFM is a fee only Registered Investment Advisor working with clients as a trusted advisor. We create personalized solutions to complex financial planning issues that ultimately provide comfort, simplicity, security and confidence for our clients financial futures. We use Charles Schwab as our custodian and work directly with DFA mutual funds.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

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