KMG Fiduciary Partners, LLC

KMG Fiduciary Partners, LLC KMG Fiduciary Partners, LLC is an innovative, entrepreneurial financial planning and asset management firm.

As a fiduciary, we are obligated to put our clients first and we are uniquely qualified to help each one reach their personalized goals.

06/02/2026

In today’s podcast, Cam and Brady discuss the importance of planning ahead for aging and elder care, preparing families for difficult conversations and working with individuals and their teams early to put wills, trusts, and healthcare powers of attorney in place. If you have questions or concerns regarding how to financially prepare for this season of life, reach out to your KMG advisor.

03/20/2026

With tax season underway, Cameron and Rob discuss the tax implications of the Big Beautiful Bill. Diving into changes in legislation, including the enhanced estate tax exemption limit, changes to the child tax credit, the deductibility of car loan interests and senior bonus deduction, they explore how these provisions could impact households and tax strategies this year.

Contact a KMG advisor to learn more about how these changes may affect your financial plan.

KMG Fiduciary Partners is deeply saddened to share the passing of Thomas W. Kreft, a former KMG Wealth Advisor. Tom’s 50...
02/17/2026

KMG Fiduciary Partners is deeply saddened to share the passing of Thomas W. Kreft, a former KMG Wealth Advisor. Tom’s 50+ years as an advisor and decades with KMG were defined by integrity, close personal relationships, and unwavering dedication to his clients.

Beyond his professional life, Tom was a devoted husband and father. Our hearts are with his family and close friends during this difficult time.

KMG Fiduciary Partners is excited to welcome Andrew Hellstedt to the team! Andrew graduated from The Ohio State Universi...
01/23/2026

KMG Fiduciary Partners is excited to welcome Andrew Hellstedt to the team! Andrew graduated from The Ohio State University’s Fisher College of Business in 2023 and launched his career in finance with Fidelity Investments, where he helped individuals navigate crucial financial decisions and achieve their personal goals as a Financial Representative and Investment Consultant.

Joining KMG as a Wealth Advisor, Andrew brings a passion for working with clients and a strong commitment to supporting them through each financial milestone. Andrew resides in Charlotte, North Carolina. Outside of work, he enjoys golfing, hiking, and reading.

12/22/2025

While the start of tax season and prep is on the horizon, proactive year-round planning is crucial for minimizing taxes and ensuring a seamless filing. Looking ahead with an advisor to project income and strategize asset distribution will help you avoid surprises when you file your taxes.

Today, KMG honors the courageous men and women who have served our nation. Thank you to all veterans for their generous ...
11/11/2025

Today, KMG honors the courageous men and women who have served our nation. Thank you to all veterans for their generous sacrifice in protecting our freedoms.

Last week marked KMG Fiduciary Partner’s 7th anniversary. Though the team and global reach expanded over the course of t...
09/26/2025

Last week marked KMG Fiduciary Partner’s 7th anniversary. Though the team and global reach expanded over the course of these last seven years, the core of our business remained constant: client relationships.

As the foundation of our business, we are deeply grateful to our clients for their trust and support as we continue to work closely together.

At KMG Fiduciary Partners, our philosophy centers around you. Built on the principles of Fiduciary responsibility, infor...
09/12/2025

At KMG Fiduciary Partners, our philosophy centers around you. Built on the principles of Fiduciary responsibility, informed expertise, personal integrity, and a long-term point of view, we work with you to develop personalized strategies that evolve with your changing needs and goals. Contact a KMG advisor to learn more about our philosophy and develop your personalized strategy.

08/14/2025

In today’s podcast, Cam and Rob discuss one of the biggest concerns of early retirement: healthcare costs.Alleviating some of this worry, they dive into potential options for reducing private healthcare costs, including tax credits and retiree healthcare benefits.

To determine your personal options for retirement and private healthcare, contact a KMG advisor.

07/10/2025

In today’s podcast Rob and Brady discuss behavioral finance, emphasizing the impact of emotions on financial decisions and the importance of taking a step back to determine motivations and thought processes.

Working with an advisor can help provide objective guidance to alleviate emotional biases and enforce strong financial decisions

Address

7530 Kings Pointe Road
Toledo, OH
43617

Telephone

+14195178040

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