About Us

The KFK Group highly values the Certified Financial Planner designation. The CFP program is recognized as the standard of excellence for competent and ethical personal financial planning. The CFP program is an arduous series of classes, exams and commitments to the financial planning industry. It is not a certification to be taken lightly, and we believe it is one of the very most important things investors should look for when selecting an investment advisor. 

The KFK Group has been working with individuals and businesses for over 20 years. We are dedicated to developing lasting relationships with all our clients.  We play a very personal and priveleged role in our clients' lives, and we do not take this responsibility lightly. We pride ourselves on providing clear and easy to understood explanations of financial services and personalized investment plans. Together we can work towards a more secure financial future.