L.M. Kohn & Company is an independent full-service Registered Investment Adviser (RIA) and Broker/Dealer. Our advisors specialize in a wide range of financial services including investment management, financial planning, educational planning, insurance, and employee benefit plans.
Founded in 1990 by an advisor who was unhappy with the limited toolbox and cookie cutter solutions available at larger firms, L.M. Kohn & Company was formed out of the necessity to better serve clients. Through the years, we discovered that there was significant demand for this type of platform from other advisors as well.
Our professionals have different niches, specialized experience, and expertise servicing individuals, small businesses, charitable or non-profit organizations, and corporations. Despite this diverse and inherently different customer base each with their own set of needs, the one common denominator across the firm is the underlying client-first philosophy with which the firm was founded on. This is a trait that we look for in all our advisors, and a characteristic that will always be embedded in the fibers and culture of our firm.