Updated:
Kuhn Advisors
Kuhn Advisors is a comprehensive wealth management firm advising multi-generational families. The firm provides guidance across financial life, including...
Overview
Kuhn Advisors is a comprehensive wealth management firm advising multi-generational families. The firm provides guidance across financial life, including retirement and education savings portfolios, charitable gifting, and inter-generational wealth transfers. It uses a lifelong planning process tailored to clients’ needs, goals, and constraints, and focuses on retirees, values-driven clients, mid-career professionals, and university faculty and staff.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
Location
Region
North America
Country
United States
City
Durham
Corporate office
Durham, NC, United States
Principals
Mark Kuhn
CPA — President & Founder
Hunter Outen
CFP®, MBA — Wealth Advisor
Susan Demeri — Senior Client Service Associate
Julie Ellis — Senior Client Service Associate
Anne Baber — Operations Manager
Sylvia Goodyear — Executive Assistant
Rachel Rush — Client Service Associate
Kyle Feduccia — Wealth Analyst
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: