The art of financial counsel

The landscape of financial decision-making is not drawn in black and white.

You may come to us with a specific need in mind. While that need may become the initial focus of our work, it is likely a single waypoint in the journey through your financial landscape. In that journey, our job is to persistently solve problems and help you gain understanding.

Doing that requires integrating different disciplines—wealth management, tax planning, investment management, estate planning and more. We bring these to bear by aligning our team members’ expertise with your needs.  And as we do, you may feel increasingly confident in the financial picture that emerges.

Partnering with us

Problem solving

Most clients come to us with a specific situation to address. From the beginning, problem-solving is a large portion of our work.

Learn more

Team

We are planners, analysts, attorneys and more. We are as approachable as we are disciplined.

Learn more

FAQ

Our Financial Counsel model is unusual in how it brings services together. Learn more about engaging with us.

Learn more

Partnering with us

Problem solving

Most clients come to us with a specific situation to address. From the beginning, problem-solving is a large portion of our work.

Team

We are planners, analysts, attorneys and more. We are as approachable as we are disciplined.

FAQ

Our Financial Counsel model is unusual in how it brings services together. Learn more about engaging with us.

Notes, Commentary & News

KBBS in the News

Financial Advisor Magazine speaks with Scott Benner

KBBS principal Scott Benner spoke with Ben Mattlin of Financial Advisor Magazine for an article about 2024 required minimum distributions. “And this year isn’t the [...]

Newsletters & Notes

2024 Estate and Gift Tax Exemptions

As we enter tax season and many of our clients are working with their tax professionals to finalize their taxes for 2023, we want to [...]

KBBS in the News

Cameron Barsness Published in MoneyGeek

KBBS Financial principal Cameron Barsness was published in MoneyGeek’s piece, “How to Plan Charitable Donations & Their Benefits.” Her contribution to the segment “Experts’ Advice About [...]

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