Kohmann Bosshard Financial Services

Kohmann Bosshard Financial Services

Founded in 2005, Kohmann Bosshard Financial Services built its practice around a dual offering of discretionary portfolio management and comprehensive financial planning. The firm is registered with the SEC as an investment adviser and operates from a single office in Fair Lawn, New Jersey, maintaining a deliberately narrow geographic focus that favors deep client relationships over asset-gathering scale. The firm's investment approach centers on constructing individually managed portfolios for high-net-worth individuals, retirement plans, trusts, and small-business entities. Rather than running commingled funds, Kohmann Bosshard's model leans on direct security selection and asset-allocation frameworks tailored to each client's tax situation and liquidity needs. Its advisory footprint spans public equities and fixed income, with additional exposure pathways available through third-party managers for alternative asset classes. Kohmann Bosshard has kept a low public profile with no disclosed AUM or professional headcount, consistent with a firm that does not pursue institutional marketing or media coverage. The practice does not maintain a LinkedIn presence, and its regulatory filings — the primary window into its operations — reflect a small, stable advisory business without reported disciplinary history. The firm's structural differentiator is its hybrid RIA posture: it combines fiduciary portfolio management with financial-planning services under one roof for a client base that skews toward retirement plans and local business owners. This architecture avoids the asset-management arms race in favor of a service model where the same advisor oversees both the investment and the plan.