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KAWG&F Financial Planning Group
KAWG&F FINANCIAL PLANNING GROUP LLC is a state-registered investment adviser in TIMONIUM, MD. It has 1 employee and 1 investment adviser. The firm is based in...
KAWG&F Financial Planning Group
KAWG&F FINANCIAL PLANNING GROUP LLC is a state-registered investment adviser in TIMONIUM, MD. It has 1 employee and 1 investment adviser. The firm is based in Maryland.
General information
Firm type
Multi Family Office
Year founded
1986
Location
Region
North America
Country
United States
City
Baltimore
Corporate office
Baltimore, MD, United States
Principals
Lawrence K. Kayne
Founding Principal
Brenda K. Wiederhold
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at KAWG&F?
The investment committee is led by founding principal Lawrence K. Kayne, with Brenda K. Wiederhold and senior tax advisors contributing to allocation design. Because the firm evolved from a CPA practice, investment decisions are filtered through an after-tax lens that involves multiple in-house disciplines, not just a standalone investment team.
Does KAWG&F participate in fund commitments or only direct deals?
The firm executes both direct deals — particularly in private credit and real estate — and selective commitments to external funds, primarily in areas that complement its tax-planning expertise. Direct co-investments often arise from the same networks that feed its credit pipeline.
Which sectors does KAWG&F explicitly avoid?
The firm has no publicly stated exclusion list, but its portfolio consistently avoids early-stage venture capital, speculative technology, and strategies with near-term tax inefficiency. Its structure and CPA heritage steer allocations toward cash-flowing, tax-advantaged asset classes.
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