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Our Philosophy & Process

Invest with confidence

We empower clients to reach their goals while protecting their most valuable resources.

Philosophy

Clients First

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

We also believe that trust is difficult to earn and is only achievable within the context of a long-term relationship.

People work very hard for their assets, and our job is to ensure that their assets work equally hard to deliver results.

Uniqueness of the solution

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

By learning and staying abreast of the needs of each client, we are able to fully understand investment objectives and offer flexible and creative options. Based on our relationship and our experience, we help guide clients through a lifetime of advantageous financial decisions.

KMG Fiduciary Partners also believes that clients should have security and peace of mind. Holistic financial planning, delivered by our experienced, committed team, allows clients to understand how a financial decision holds both short- and long-term effects on their life goals.

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.

At KMG Fiduciary Partners, our clients become part of a team.

We not only communicate frequently with clients, but also among ourselves, as this internal collaboration allows us to seek and share best practices in wealth management and uncover opportunities for clients across the firm.

Process

Our Investment process starts with you because it is based on you and every aspect of your life.

KMG Fiduciary Partners believes that holistic financial planning is the path to empower individuals, families, and business owners to pursue life goals through the efficient management of resources.

We start by getting to know each other, learning about backgrounds, experiences, values, goals, and visions, including any special concerns or challenges. Life goals can include purchasing a home, saving for children’s education, recapitalizing or transferring ownership of a business, planning for retirement, or leaving a legacy.

We then enter the strategy development stage, gathering the necessary data, documents, and statements for analysis, thoroughly reviewing current assets and investments.

A strategic plan is presented and then, once agreed upon, implemented. We then monitor clients’ portfolios and risk profiles to ensure that all aspects of the plan are in alignment.

We stay in close contact with our clients because circumstances often change. KMG Fiduciary Partners is aware that jobs, incomes, spending patterns, expenses, and life events can all have an impact, large or small, on goals and financial planning.

We are aware of the constantly evolving nature of our clients’ financial lives and are equipped to address such events on an ongoing basis.

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.

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