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Independent

KMG Fiduciary Partners is an independent, employee-owned advisory firm whose goal is to guide clients through a lifetime of good financial decisions.

Responsive, attentive and personal

To offer advice that is aligned with our clients’ goals, KMG must first build a strong understanding of their personal situation.

Strength of a team

Partnering with KMG, clients receive personalized service delivered by an entire team of dedicated, knowledgeable, and experienced professionals. Our culture is one of accountability and excellence.

Security

As a registered investment advisor, KMG Fiduciary Partners is required to have a custodian safeguard clients’ assets. Investments that are entrusted to our firm are placed in custody with the clearing division of Fidelity Investments.

Understanding a Fiduciary

As fiduciaries, KMG Fiduciary Partners is held by law to the highest standard of responsibility to our clients, therefore we must always act in our clients’ best interests. This requires a unique level of personalized service not always found in client/advisor relationships.

Client First

As a fiduciary firm, we are held to the highest standard and place the interests of our clients above ours at all times.

Strength of the team

Collaboration, service, and accountability are core to our culture. This team-based approach enables us to help clients achieve financial stability and long-term success.

Uniqueness of the solution

We understand that each client is unique, and a financial plan should be designed to meet those unique attributes.

Our Services

KMG Fiduciary Partners offers comprehensive wealth advisory services. As a fiduciary firm, we are not bound by the products and services of a single organization. Instead, we have the flexibility to source right-fit solutions for our clients.

As a result, we can find the best solutions that ensure clients reach their goals while simultaneously protecting their assets.

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Important Consumer Disclosure

KMG Fiduciary Partners, LLC (“KMGFP”) is an SEC registered investment adviser with its principal place of business in Toledo, Ohio. KMGFP and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which KMGFP maintains clients. KMGFP may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements. KMGFP’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of KMGFP’s website should not be construed by any consumer and/or prospective client as KMGFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice from KMGFP for compensation, over the Internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized investment advice from KMGFP. Any subsequent, direct communication by KMGFP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides. For information pertaining to the registration status of KMGFP, please contact the United State Securities and Exchange Commission on their website at www.adviserinfo.sec.gov. A copy of KMGFP’s current written disclosure statement discussing KMGFP’s business operations, services, and fees is available from KMGFP upon written request. KMGFP does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to on KMGFP’s website or incorporated herein, and takes not responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.