Kuhn Advisors, Inc.

Propelling clients toward their life goals with independent advice and comprehensive wealth management strategies.

General Information
Company Name
Kuhn Advisors, Inc.
Founded Year
1993
Location (Offices)
Durham, United States +2
Founders / Decision Makers
Number of Employees
5
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Kuhn Advisors, Inc. - Company Profile

offers independent advice and comprehensive wealth management strategies to propel clients toward their life goals. With a focus on partnering with families for over 30 years, Kuhn Advisors aids in growing wealth, securing a comfortable retirement, funding children's college educations, and creating a meaningful legacy through philanthropy. Their multi-generational team simplifies financial complexities for clients at each life stage, helping to manage emotional reactions to market fluctuations and optimize opportunities for wealth creation. As an investment adviser registered with the U.S. Securities and Exchange Commission, their commitment to skill and training is showcased in their Form ADV Part 2, available upon request. This startup, founded in 1993, operates in the Financial Services and Wealth Management industries, serving families nationwide. As there is no publicly available information about their latest investment or investors, it is essential to stay updated on their future developments as potential investment opportunities.

Taxonomy: Wealth management, Financial planning, Investment advisory, Multi-generational team, Retirement planning, Education funding, Risk management, Philanthropic planning, Emotional reactions management, Wealth creation, Financial market optimization, Comprehensive strategies, Legacy planning

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There is no investment information

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