Kuhn Advisors Inc.

Mortgage Broker serving Durham, NC

About Kuhn Advisors Inc.

Kuhn Advisors Inc. is a comprehensive wealth management firm that provides guidance in all aspects of your financial life. They focus on creating financial plans based on unique needs, goals, and constraints. They advise clients in building retirement and education savings portfolios and developing strategies for charitable gifting and inter-generational wealth transfers.

The firm focuses on clients who are ready to retire, mid-career professionals, and university faculty/staff. They provide tailored advice for all life scenarios. Kuhn Advisors invests in businesses so they can participate in their current earnings and growth in future profitability and are very attentive to valuation in choosing investments so they avoid overpaying for future earnings.

The firm's investment philosophy includes observing that domestic stock holdings have fallen less than the major stock market indices. Overseas, the U.S. dollar is weakening relative to foreign currencies, creating a tailwind for international investments. They are being patient through market turmoil.

Company Information

Lender Type: Direct Lender

Contact Information

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Business Information

Category: Mortgage Broker
Location: Durham, NC
Status: Standard
Type: Direct Lender
Profile Views: 10

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