Client Login

Our Story

Advising individuals, families, and companies for generations

Long before KMG Fiduciary Partners, we were founding members of the corporate financial services group at a major Wall Street firm. As part of this group, we were at the forefront of helping corporations design and implement efficient employee benefit plans.

During this time, corporations and employees were experiencing what we often refer to as the shift of financial responsibility.

Defined benefit plans were being replaced by defined contribution plans, and stock incentive plans were becoming commonplace. Even employee and retiree healthcare plans were forcing individuals to make more financial decisions.

Corporations and individuals alike began to realize that there was now a need for a professional (or fiduciary) to guide employees so that they could reach their financial goals in the most efficient manner possible.

As a result, we began to expand our role from advising primarily on a corporate level to using our expertise to guide individuals and families to a secure financial future. Once again, we were at the forefront of our profession, this time by providing comprehensive financial planning.

Today, we are proud to have founded KMG Fiduciary Partners to embody the ideals we believe are necessary to be an independent, trusted advisor.

At KMG, every client has a personalized financial plan and/or investment policy statement, in addition to the peace of mind that KMG Fiduciary Partners is there to guide them every step of the way.

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.