Richard J. Kaser
Wealth Advisor @Kmg Fiduciary Partners, Llc
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WORK HISTORY
Wealth Advisor @Kmg Fiduciary Partners, Llc
KMG Fiduciary Partners is an independent, employee-owned firm offering expert, comprehensive and team-based wealth advisory services. As fiduciaries, KMG is held by law to the highest standard of responsibility to their clients. Our main distinction in the world of Fiduciaries is the level of personalized service that is delivered by our entire team. Each Advisor brings their unique perspectives, and as a team, we build a strong understanding of each clients’ situation in order to offer comprehensive advice that considers both individual planning goals and where our client falls on the risk-taking spectrum. We strive to build long-term relationships and guide clients through a lifetime of financial decisionsKMG is not bound by the products and services of any organizations or financial entities; therefore, we can offer individualized and flexible options resulting in financial management, wealth attainment, and resource protection.
EDUCATION
Miami University
Bachelor of Science in Business, Finance & Accounting
ABOUT RICHARD J. KASER
In the early 1990s, I was fortunate to be recognized for excellence in executive financial planning and was appointed a charter member of the employee corporate services group at a major Wall Street firm. In this role, I worked closely with Fortune 500 companies to design and deliver their executive compensation plans and provide financial planning services to salaried employees across the country. As one of the founders and principals at KMG Fiduciary Partners, I work with our team to provide comprehensive wealth management and customized solutions to help individuals reach their financial goals in the most efficient way possible. After graduating from Miami University with a Bachelor of Science in Finance and Accounting, I went on to complete the Certified Investment Management Analyst program at the Wharton School at the University of Pennsylvania as well as the Certified Private Wealth Advisor program at the University of Chicago Booth School of Business. In addition, I am a Certified Financial Planner.I truly enjoy applying my passion for financial education to serve in the local community. My role as a mentor to high school students on global economic issues is particularly gratifying, as is spending time with my wife Missy and our three children.
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