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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.

We are fee-only and are committed to an environment of transparency with our clients.

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

KMG Private WealthKMG Corporate

KMG Private Wealth

Wealth Accumulation
  • Financial Planning
  • Retirement cash flow needs analysis and planning
  • Building and managing the proper portfolio
  • Education funding
  • Leveraging employer provided benefit plans
Wealth Preservation and Income Creation
  • Cash Flow Management
  • Tax strategies (including RMD / Non-qualified and qualified distribution planning)
  • Credit and liability management
  • Social Security, medical cost and long-term care planning
Wealth Transfer
  • Charitable giving
  • Business succession planning
  • Gifting strategies
  • Family dynamics and financial education for future generations

Our services are simply unique and personalized wealth management – built around your values, in order to optimize value.

KMG Corporate

Defined Contribution Services

  • Investment policy statement (IPS) design
  • Investment selection
      - ERISA 3(21) Fiduciary
      - ERISA 3(38) Investment management upon request
  • Plan design
  • Provider search
  • Plan benchmarking
  • Fiduciary audit file assistance
  • Employee education – upon request
  • Investment monitoring and adherence to the IPS

Endowments, Foundations and Operating Fund Management Services

  • Risk analysis
  • Investment management
  • Performance monitoring and reporting
  • Asset allocation analysis
  • Investment policy statement design

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.