You’re trusted partner at every stage of your career

Key Management Group helps Financial Advisors get very clear about their goals and provide the roadmap and resources to help you meet them. We work with practices at all levels to implement strategic solutions that accelerate growth, improve efficiency, and increase the value of your business. From how to hire and compensate your team, to leading your practice and navigating M&A transactions, we have the tools and expertise to help you through it all.

“KMG has done for us what we do for our clients every day.”

-Andy Huggins

Meet Our Team

Our growing team of seasoned professionals are ready to help you and your practice unlock your full potential.

What We Stand For

Culture is paramount to everything we do. It’s important that we stand for and exemplify core values in line with our Vision and Mission.

What We Do

We provide a wide range of services to help you grow and manage your practice, serve clients, and plan for your future.

Our Sister Firm

Your one-stop partner for a secure legacy

Acquisitions and Successions are significant events for a practice. To best meet the needs of advisors, we launched Advisor Legacy to help advisors manage practice equity, find and execute deals, and to plan for a succession that achieves both your personal and financial goals.

Our team of consultants, accountants, financing partners, and legal experts address every stage : from planning to the actual transaction and exchange of funds. We provide expert consulting and personal support to get you the full value of your business and ensure that your clients are taken care of in your absence.

Learn more about our full range of services at