Comprehensive Financial Services Firm
Larger financial services firms often have the expertise, but not the personability. Smaller firms often have the want-to, but not the know-how. With a client-centered focus on family-owned businesses, Kuhn & Company has lived and thrived in the "Goldilocks zone" between the two extremes for four generations.
How? By hiring accounting professionals with big firm experience, and then investing in and building on their base of knowledge. By directing and honing that expertise into one of three dedicated specialties — assurance, tax, and personal. And by concentrating our efforts on fewer client relationships to deepen understanding and cater strategy and solutions more specifically to their needs.
CONTACT USWhy Choose Us
220+YEARS
Our People
We invest heavily in our people, their continuing education, and the research tools at their disposal. Our financial professionals come to us from some of the world's most sophisticated firms, and complete an average of 55+ hours of continuing education annually.
Our Approach
Although we are a small firm, we don't do small relationships. We prioritize the financial betterment and longevity of family businesses, their owners, and their interests over small personal accounts.
Our Value
We don't hire junior-level staff. That means your account receives more personalized, expert attention from senior staff and partners than it would from a larger firm within the same time frame — at the same price point.
TAX
Minimize your liabilities, maximize cash flow, and stay on track with your financial goals.
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ADVISORY
Streamline your company's strategies and procedures long-term sustainable growth.
Services Categories
Small Firm, Big Expertise
Kuhn & Company advises and manages big clients, without the big ego. Their families and their interests are our first priority and our first responsibility. That's why our average client relationship is 31+ years, and why they stick by us for multiple generations
Collectively, their companies conduct business in 40 states and four different countries and employ 2,000+ workers. That's a broad reach, which is why it's a necessity that we cultivate broad expertise.
$1B+
CLIENT REVENUE
IN 2021