At KBK, the Client Comes First

    KBK was founded on one simple principle: The client comes first. This one value has been the cornerstone of our entire profession. We make our decisions and develop our practice with this philosophy. How can we serve you best? We strive to make this our priority. It’s why we continually invest in our education in order to provide you with the highest level of competency and professional services.

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    Fiduciary Duty

    As fiduciary financial planners, we have both an ethical and legal duty to put your interests first. Additionally, our duty of loyalty and due care requires us to put no other causes, interests, or affiliations above our allegiance to you, our client. When you work with KBK, you’re working with an advisor who is going to make recommendations in what we believe best meets your objectives and is in your best interest.

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    As investment advisors, we have numerous accreditations, certifications, and professional licenses within our team. We are qualified to serve our clients in all areas of financial planning and wealth management. As professionals, we are required annually to continue our education in our profession, thereby keeping abreast of any legal, financial, and tax-related changes that may affect our clients.



    KBK Wealth Management was founded in the mid-1980s and has maintained a legacy of high-quality, full-service wealth management since our beginning. With decades of experience, we are seasoned in the fluctuation of the marketplace and the emotions of our clients. We have guided our clients’ financial decisions with steady, principled advice. We believe that wealth management is about relationship-building, and are dedicated to our clients’ financial and personal success. We know from our 30 years of experience that we succeed when our clients prosper.


    Objective Financial Solutions

    When it comes to choosing a wealth management professional, the options may seem endless. At KBK, our professionals have attained a standard of excellence in financial planning by meeting education, experience, and ethical standards. We value our independence, which sets us apart from many of our competitors and ensures that our clients can trust our advice.