At KEB, we go beyond traditional accounting services to offer comprehensive wealth management through our affiliate, KEB Wealth Advisors. Our goal is to help individuals, families, and businesses achieve lasting financial security and growth. If you’re unfamiliar with our wealth advisory division, we’re excited to introduce you to the expert services we provide.

Who We Are: KEB Wealth Advisors

Created out of KEB, KEB Wealth Advisors specializes in financial planning, investment management, business succession and exit coordination, and risk management. Whether you’re looking to grow your wealth, prepare for retirement, or safeguard your assets, our experienced team delivers personalized strategies to align with your financial goals.

Our Wealth Advisory Services

We understand that financial planning is deeply personal. That’s why our advisors take a holistic approach, ensuring every aspect of your financial life is aligned with your long-term aspirations. Our services include:

• Comprehensive Financial Planning – A strategic roadmap for wealth accumulation, risk management, and financial security.
• Financial Independence & Retirement Planning – Helping you achieve long-term financial stability with expert projections and strategies.
• Estate Planning Coordination – Partnering with estate attorneys to structure trusts, wills, and beneficiary designations.
• Tax-Efficient Investment Strategies – Minimizing tax liabilities through techniques such as tax-loss harvesting and efficient withdrawal planning.
• Philanthropic & Charitable Giving Strategies – Optimizing charitable contributions through tax-advantaged vehicles like donor-advised funds and charitable trusts.

Investment Management: Building Your Wealth with Confidence

A well-structured investment portfolio is essential for long-term success. Our approach is rooted in evidence-based investing, ensuring disciplined strategies backed by academic research.

Our investment management services include:

• Evidence-Based Investment Strategies – Utilizing insights from Dimensional Fund Advisors (DFA), Bridgeway, Avantis, Vanguard and Focus Partners Advisor Solutions to construct resilient portfolios.
• Asset Allocation & Portfolio Design – Customizing investments to match your risk tolerance and financial objectives.
• Ongoing Portfolio Monitoring & Rebalancing – Keeping your investments aligned with market conditions and your goals.
• Tax-Efficient Withdrawal Strategies – Structuring retirement distributions to minimize tax impact.

Business & Executive Advisory Services

Business owners and executives have unique financial needs. We offer specialized services to help maximize opportunities and protect your success:

• Business Succession & Exit Coordination – Work with attorneys and accountants to develop transition strategies for business owners.
• Employer Retirement Plan Consulting – Expertise in designing and managing 401(k), SEP IRA, SIMPLE IRA, and pension plans.
• Executive Compensation & Benefits Planning – Optimizing stock options, deferred compensation, and executive retirement plans.

Risk Management & Insurance Planning

Protecting your wealth is just as important as growing it. Our team helps mitigate financial risks with:

• Life, Disability, and Long-Term Care Insurance Analysis – Evaluating coverage to protect you and your loved ones through strategic partnerships such as First Element Insurance Planners.
• Liability Protection & Asset Preservation – Implementing strategies to safeguard wealth from potential risks and liabilities.

At KEB Wealth Advisors, our mission is to help people achieve financial wellbeing. Whether you’re growing your wealth, planning for retirement, or securing your legacy, our team is here to guide you every step of the way.

Let’s Start the Conversation

Ready to take control of your financial future? Contact KEB Wealth Advisors today to learn how we can help you achieve your goals.