Planning for the future is personal. As a trusted team of advisors, we take the time to listen, ask questions, and get to know the person behind the portfolio, from lifelong aspirations to the underlying worries that keep you up at night.
Building on a foundation of understanding, we create a roadmap that addresses your most important questions: Am I saving enough? Will I have enough to retire? Does my portfolio create unnecessary tax consequences that can be avoided?
Working in partnership with our clients, we plan, pivot with life’s changes, and provide expert guidance along the way. We care deeply about our clients and their families, and as fiduciaries, we are legally obligated to put every client’s best interests first.
From simple questions to complex challenges, we’re here to provide peace of mind so you can stop worrying and start enjoying the lifestyle you’ve worked so hard to attain.
⦿ WEALTH MANAGEMENT SERVICE AREAS
⦿ NEWS & INSIGHTS
Meet Katy Long: Director of Quality Control at KEB
Katy Long, a recent addition to the KEB team, joined as the Director of Quality Control in early 2024. With her arrival, the firm has gained a dedicated professional excited to contribute her expertise. In her role, Katy oversees various aspects, including the implementation of new standards, internal inspections, and the central review of SOC
Naming Your IRA Beneficiary is More Complicated Than You Might Expect
The decision concerning whom you wish to designate as the beneficiary of your traditional IRA is critically important. This decision affects: Who will get what remains in the account after your death, and How that IRA balance can be paid out to beneficiaries. What is more, a periodic review of your IRA beneficiaries is vital
A Comprehensive Guide to Business Cyber Security
In the digital age, online security is among the most critical factors for any business. As more and more people are living their lives online, security has become a priority for those giving up sensitive information – including financial data – via the World Wide Web. Cyber threats are evolving with alarming sophistication, making it
