Brian Kuhn

About Brian Kuhn

Brian has been in financial services since 2002, focusing on retirement planning, investments and insurance protection for individuals and families. He also has a special interest in assisting individuals who work in the public sector. A passionate educator, Brian enjoys sharing his in-depth knowledge through TV appearances, public speaking and articles published in industry publications. Brian has also authored two books, The Personal Finance Handbook: All the Best Personal Finance Questions & Their Answers and Total Compensation: A Practical Guide to Federal Employee Benefits and is a former host of ‘Your Future Finances’ on LaurelTV.In addition to specializing in wealth management and retirement planning, Brian Kuhn is committed to educating the next generation on handling inherited wealth with care and responsibility. Understanding the complexities involved in receiving and managing inherited money, he provides tailored guidance to clients empowering them to make informed decisions about tax planning, investment strategies, legal considerations, and philanthropic endeavors. Brian\'s commitment to holistic inheritance planning helps ensure that the legacy of his clients continues to thrive and grow for generations to come.Brian lives in Odenton, MD with his wife Merin and their two daughters. For fun he enjoys spending time with family, playing tennis, and reading.Awards2024 AdvisorHub “Advisors to Watch” award, ranked #43 in the 100 Solo Advisors to Watch” category*.2017 Forbes List of Next Generation Wealth Advisors**.FIVE STAR Wealth Manager for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022**Awarded 7/25/17 for the period of 3/31/16 - criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 1/01/18 for the period of 4/21/17 - 11/06/17. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.

Experience

1. Senior Vice President Financial Advisor

   Wealth Enhancement

   Jul 2019 — Present · Fulton, MD, US

   Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond.Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.

Education

• Perkiomen School

  High School Diploma

  1998 — 1999

• Towson University

  Bachelor of Science, Business Administration Finance

  1999 — 2003

Skills

• Iras
• Retirement Plan Consulting
• Retirement Income Strategies
• Life Insurance
• Finance
• Term Life Insurance
• Retirement
• Bonds
• Income Protection
• Strategic Financial Planning
• Management
• Financial Services
• Securities
• Estate Planning
• 401k
• Wealth Accumulation
• Long Term Care Insurance
• Financial Advice
• Estate Tax Planning
• Disability Insurance
• Content Writing
• Asset Management
• Employee Benefits
• Investments
• Retirement Planning
• Finra
• Pensions
• Health Insurance
• Investment Advisory Services
• Etfs
• Indexed Annuities
• Series 7
• Insurance
• Portfolio Management
• Financial Planning
• Long Term Care
• Asset Allocation
• Mutual Funds
• Investment Advisory
• Investment Strategies