Personalized support
At KM Advisory Group, personalized service isn’t just a promise—it’s how we operate every day.
Our team brings a strong foundation in financial planning and client relationship management, ensuring that every client receives thoughtful, tailored advice aligned with their long-term goals. Our approachable style and meticulous attention to detail make us a trusted partner in navigating complex financial decisions. We combine deep operational expertise with a commitment to delivering seamless client experiences.
With nearly 80 years of combined advisory experience, the KM Advisory Group is composed of seasoned veterans in the financial marketplace, and their disciplined investment process has helped clients achieve their goals through all market conditions.
We’re committed to delivering proactive, personalized support—so you can focus on what matters most.
What our clients are saying about us
"Kevin, Kyle and Chris make an 'outstanding team' in the financial management sector. Their consistency to provide exceptional service, wisdom, insight, reliability, effective communication, and professionalism, has provided us with confidence as investors. . . ."
Elaine and Bill K.
"Kevin Mullane has been our financial advisor for over twenty years. We feel that he has managed our money very well and has stayed within the values and guidelies that we discussed with him. His disciplined investment approach has allowed our portfolio to thrive."
Diana and Harold W.
"I have entrusted the management of my retirement investment portfolio to Kevin Mullane and his competent team. Kevin and his team are personable and communicate thoroughly the intricacies of the investment world on a level that I can understand. . . ."
Doug L.
"We have been with Kevin for over 20 years. Kevin and his team may not always tell you what you want to hear, but they have done an excellent job keeping us on the right path to meet our financial goals. No big promises -- just straightforward, no-nonsense advice with solid results. I would highly recommend Kevin and his team."
Mike K.
