The Kfk Group

The KFK Group is a full-service, comprehensive Certified Financial Planning and investment management firm that has been helping individuals and families pursue their financial goals for over 20 years. Our top priority is growing and preserving our clients’ wealth, and we do that with a highly personalized approach, focusing on each individual’s specific situation and goals. We are an independent advisory firm which means we are not controlled or influenced by a publicly-traded, Wall Street corporation. We are agile, flexible, and offer a truly customized approach. At The KFK Group we enjoy getting to know our clients on a very personal level. We take the time to truly listen in order to help our clients recognize and prioritize their financial goals. We utilize a wide variety of investments to achieve success while placing great importance on managing the volatility and level of risk for each of our investors. As a fiduciary, we hold ourselves to the highest ethical standards. We love what we do, and nothing makes us happier than seeing our clients achieve their financial goals. • Retirement planning, college planning, estate planning, major purchase planning, general savings and wealth planning, insurance and annuities, tax management strategies • Investments include individual stocks, bonds, mutual funds, ETFs, index investments, annuities, life insurance, privately traded REITs, and more • Owned and founded by Kate Fox King, Certified Financial Planner (CFP), wife and mom of three children