KMG Fiduciary Partners, LLC

Home
United States
Toledo, OH
KMG Fiduciary Partners, LLC

Call Website

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.

09/30/2026

KMG Fiduciary Partners welcomes our newest wealth advisor, Gabriel Lozano!

A graduate of The Wharton School, Gabriel joins KMG with a strong background in the reinsurance industry, where he worked as an actuary and underwriter at leading global firms. He brings a highly technical perspective to wealth advising and a commitment to building long-term relationships and helping clients pursue their financial goals.

09/21/2026

In today’s podcast, Cameron and Brady discuss the pros and cons of mutual funds and ETFs, focusing on the tax considerations of each investment vehicle. Contact a KMG advisor to determine which investment vehicles may best align with your financial goals and circumstances.

08/20/2026

As life expectancy increases and the costs of long-term care continue to rise, Brady and Cam discuss strategies for preparing for the potential cost of care, emphasizing the importance of proactive planning that accounts for financial circumstances and personal goals.

07/31/2026

With six advisor locations and clients in 38 states, our growing footprint spans across the nation and beyond, reaching clients exactly where they are.

07/07/2026

As we reflect on the recent holiday and celebrate the 250th anniversary of our nation's founding, KMG proudly recognizes the brave men and women who have served to protect our country.

In honor of these individuals, our team recently participated in the 9th Annual Patriot Golf Day in support of Folds of Honor, an organization that provides educational scholarships to the spouses and children of America's fallen or disabled service members and first responders.

To learn more or make a donation to support this mission, visit the link below:
https://foldsofhonor.org/wingman/?gad_source=1&gad_campaignid=22807648927&gbraid=0AAAAApI_fRr7wRhgS72Srx3qDsywCoz-1&gclid=Cj0KCQjwr4jSBhCSARIsAOX1EKF6DHMstDOQGFUzHfMNf4LPW0oNrN2JCx_KyvqOFqBwPfwVTkyKGIaAgUMEALw_wcB

📷: Kellee Laser

06/11/2026

Get to know Brady Grimm AIF®, CRPS®, Wealth Advisor at KMG.

Brady has over 25 years of experience as an investment professional and an extensive background in wealth management, estate planning, and advanced business markets. He is committed to long-term relationships and putting his clients’ interests above his own, working closely with his clients to develop personalized financial plans that help them achieve their short and long-term goals.

-What is your greatest accomplishment?
Being a father to my two wonderful daughters. There is nothing more rewarding than watching them accomplish a goal or observing them mature in their talents.

-What are your hobbies outside of work?
Golfing, hunting, backcountry hiking, and canoeing. Also, history, music, and books. A day in the woods or reading a book on Lake Michigan after golfing is a perfect day.

-What is the best part of your career?
Working with multiple generations of the same families and solving complex problems. The personal "Thank Yous” are the best!

-What's your favorite book you've read and why?
The Frontiersman, by Allan Eckhart. It was the beginning of my love for “local” history. All of Mr. Eckhart’s books are great.

-What is one of your current goals?
To be more intentional about creating fun things to do with my daughters while they are still at home. To be more creative.

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.

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.

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.

Address

7530 Kings Pointe Road
Toledo, OH
43617

Telephone

+14195178040

Website

http://www.kmgfp.com/

Alerts

Be the first to know and let us send you an email when KMG Fiduciary Partners, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed finance company in Toledo?