Multi-Family Office

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Korhorn Financial Group

Korhorn Financial Group was founded in Edwardsburg, Michigan in 1999 by Kevin Korhorn.

Korhorn Financial Group

Korhorn Financial Group was founded in Edwardsburg, Michigan in 1999 by Kevin Korhorn. The firm began as a specialized tax and accounting practice before expanding into comprehensive wealth management. It now serves clients across southern Michigan and northern Indiana, focusing on business owners, medical professionals, and families navigating complex financial transitions. The firm's identity remains rooted in the Great Lakes region, where it operates from offices in Edwardsburg, Mishawaka, and St. Joseph. The firm organizes its services across three interconnected divisions: tax preparation and planning, investment management, and financial planning. Its investment philosophy emphasizes diversified, risk-aware portfolios. Korhorn's asset-class exposure includes individual equities, fixed-income instruments, mutual funds, exchange-traded funds, and real estate holdings. The firm does not publicly disclose specific deal-level positions or co-investment activity. Geographic deployment concentrates on domestic midwestern opportunities, reflecting a regional-first posture. Rather than participating in large-scale venture allocations, Korhorn tends to structure client portfolios around established public-market instruments and regional real assets. Korhorn Financial Group operates as a multi-family office, with a team structured to deliver integrated planning services. The firm's advisor roster includes CERTIFIED FINANCIAL PLANNER™ professionals and enrolled agents, reflecting a dual emphasis on planning and tax expertise. Its Mishawaka and St. Joseph offices extend the firm's footprint into key commercial corridors of Indiana and southwestern Michigan. In addition to its core wealth-management business, Korhorn's sister entity, Korhorn Construction, develops residential properties in the region — offering clients a direct line to local real estate exposure that most advisory firms cannot replicate. What distinguishes Korhorn is its construction-linked operating model. A client entering a comprehensive planning relationship can access real estate development opportunities through the firm's affiliated construction company — a vertically integrated structure uncommon among midwestern multi-family offices. This design gives Korhorn a tangible asset pipeline that is directly embedded in the communities it serves, rather than sourced through third-party managers. The succession architecture reflects a family-led, multi-decade horizon, with the firm's second generation increasingly involved in day-to-day operations.

General information

Firm type

Multi Family Office

Year founded

1999

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Edwardsburg

Corporate office

Edwardsburg, MI, United States

Additional offices

Mishawaka, IN · St. Joseph, MI

Principals

Kevin Korhorn

CEO

Sector focus

Real EstateFinancial Services

Frequently asked questions

Who runs investment decisions at Korhorn Financial Group?

Investment decisions are guided by the firm's advisory team under the leadership of CEO Kevin Korhorn. The firm employs CERTIFIED FINANCIAL PLANNER™ professionals who construct and monitor client portfolios. Korhorn does not publicize a stand-alone chief investment officer role; strategic asset-allocation and portfolio design appear integrated within the broader planning group.

How does Korhorn Financial Group source its real estate investment opportunities?

The firm gains access to residential development projects through Korhorn Construction, a sister entity that builds homes in the southern Michigan and northern Indiana markets. This relationship gives Korhorn clients an opportunity to invest in or purchase properties developed by a firm with shared ownership — a sourcing channel that most advisory practices lack.

Is Korhorn Financial Group structured as a single family office or does it serve external clients?

Korhorn Financial Group operates as a multi-family office, serving numerous external client families across the Great Lakes region. It is not a single-family office managing the wealth of one family. The firm provides tax preparation, investment management, and financial planning to professionals, business owners, and retirees.

Does Korhorn Financial participate in fund commitments or only direct investments?

The firm's public disclosures indicate a portfolio construction model built on direct investment into individual securities, mutual funds, and ETFs rather than pooled private-fund commitments. Its real estate exposure comes through the affiliated construction company, functioning as a direct investment channel. No evidence of LP commitments to external private equity or venture funds appears in publicly available materials.

What is Korhorn's known posture on co-investing alongside external GPs?

Korhorn Financial Group does not publicly describe a co-investment program alongside outside general partners. The firm's structure — a regional multi-family office with an affiliated real estate development arm — suggests it prefers direct, controlled opportunities rather than syndicated GP-led structures.

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