Plan Well...Live Better

Our goals are to:

  • Provide you with superior life planning and customer service.
  • Conduct business with integrity, diligence, honesty and imagination.
  • Educate you on the most current financial products and opportunities and how these products can provide strategies to life planning needs.

Our services include preparing and implementing coordinating personal financial plans, managing investment portfolios, tax and estate planning and coordination.



At Kohn Wealth Management Advisors, we understand how imperative finances play as crucial role in your life. We know how you manage finances can affect attitudes and relationships for your family. Money is simply the details to support a life well-lived.

At Kohn Wealth Management Advisors, LLC, our mission is to co-create possibilities so you can make intelligent choices today that helps you towards your financial destiny tomorrow and enjoy what life offers.  We do this by understanding what values are important to you and your family, and then provide unique and creative strategies with clarity and coordinated financial planning, education, resource knowledge and tools available tailored to your specific situation. Along with the support of RBC Capital Markets, we offer our clients unbiased and independent strategies in planning for their financial future with access to the country's largest and most well respected institutional money managers.

As an independent CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, I am board certified to adhere to standards of ethics and client care. At Kohn Wealth Management Advisors, LLC, we treat our clients with integrity and honesty, objectivity and fairness, complete professionalism and due diligence of care, along with confidentiality and competence.