As Unique as You Are
KSH Advisors offers you a unique wealth management experience. Built on transparency, honesty and straightforward guidance, our firm truly puts you and your family first.
As a woman-owned boutique advisory firm, you benefit from our small size and personalized service. We are passionate about earning your trust, building a long-term partnership and alleviating your concerns over your financial future. We do that by creating a comprehensive financial plan and investment strategy that will give you the discipline and direction to reach your goals every step of the way.
The company we've created reflects the best of what we've learned from over twenty years in financial services and creating lasting client relationships. We think you'll find true value in what sets KSH Advisors apart:
As a Certified Financial Planner (CFP®), Kathy has met rigorous professional standards and adheres to principles of integrity, objectivity, confidentiality and diligence. Before Kathy offers a single piece of advice, she invests the time to fully understand you, your life, your goals and dreams.
Kathy’s fiduciary role as both a CFP® and an Investment Advisor Representative aligns with our desire to put you first. Any recommendations she makes must be in your best interest.
We only receive fees for assets under management and these fees are fully disclosed to our clients
Our firm is small by design. We have access to strategic partners and resources that offer globally-diversified portfolio opportunities typically reserved for institutional investors.
A divorce or the death of a spouse can unexpectedly and severely impact your lifestyle, cash flow and security. We are well versed in providing sound financial advice and direction to see you through these life changes. As a Certified Divorce Financial Analyst, Kathy can also serve as an advisor to you and your divorce lawyer
We provide unparalleled personal service and strive to become your trusted advisor and coach. Our clients and their families appreciate having access to Kathy for both the “big picture strategic planning” discussions as well as the day to day financial issues that they must resolve too.
We'll tell you what you need to know, not necessarily what you want to hear. You can count on us to provide a rational and objective voice when the market noise and talking heads incite fear or threaten your resolve. We'll keep you invested and on course for the long haul.
We provide straight forward solutions and eliminate the jargon so you can grasp what is truly important.
We often serve as our client’s chief financial officer by guiding and coordinating the efforts of accountants, attorneys, mortgage lenders and others to maintain a cohesive plan for all aspects of your financial life.