Broker Check

As Seen in...Fortune, Forbes, Money and Bloomberg Businessweek

December 1, 2018

“We are a different kind of firm with a different approach,” says Kanu. “We’re the RIA practice of the future—a virtual family office where the successful and wealthy can establish their financial haven. Our approach changes the way clients think about money, taxes, business, investing, and legacy planning.” As an RIA fiduciary, Kanu adds, the company is held to a higher standard, not just suitability, like a brokerage firm...Read More

Actionable 2018 Year-end Planning Guide

November 8, 2018

The winter season is full of holiday bustle. Between spending time with your family and friends, your taxes usually are not top of mind. Yet any free moments you can spare now will help you stay ahead in 2019. We are happy to share with you our 2018 Year-end Planning Guide so you can make the most of your financial strategies...Read More

Are You Financially Ready For College?

August 10, 2018

The decision about whether or not to attend college is a serious one with lifelong implications. Changes in the U.S. economy, a decade of lost growth, and a revolution in technology are challenging the notion of a traditional college education. While college used to be the default option...Read More

Technology is Great, But Some Things Cannot Be Replaced: Benefits Of A Personal Advisor

July 25, 2018

Technology today allows for access to more information and choices than ever before across all industries – and financial advisory is no different. But, before you think about trying the next up-and-coming “robot advisor”, consider these benefits of having a human personal financial advisor...Read More

kANU Asset Management & Cincinnati Medical Association Physician Private Briefing

February 28, 2018

On February 28, kANU Asset Management sponsored a briefing with Cincinnati Medical Association (CMA) for an evening of complimentary food coupled with a series of speakers. The speakers featured financial and tax information specific to physicians...Read More