How We Differ - It's about your Plan , not products.

kma_puzzle.png KMA Wealth Management, LLC was founded with the belief that the interests of the client must always come first.  In other words, we act in a fiduciary capacity when advising our clients.  Many of our competitors receive the bulk, if not all, of their compensation (commissions) from the products they recommend.  Many times there are hidden commissions and fees, which are not transparent to the client.  We are compensated primarily by fees paid by our clients thereby allowing us to work in our clients best interests and solely for them.  

Why KMA Wealth Management?

KMA Wealth Management is a full service fee-based financial planning and wealth management firm. Our highest priority is to create value and peace of mind for our clients.  We may be right for you if:

  • You are a working or recently retired professional, corporate executive, business owner/entrepreneur;
  • You place a high value on advice, trustworthiness and professionalism;
  • You have a desire to delegate financial management to a trusted professional;
  • You are focused on "the plan", not "the product";
  • You are a prudent investor, not a speculator.  Our view on investing is a means to an end - meeting your objectives.