Brian Michaels, CFP®
Helping People Do More With Their Life & Money
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Serving Clients Nationwide
Helping People Do More With Their Life & Money
Areas of Focus
- Cash Flow
- Education Funding
- Estate Planning
- Insurance
- Investment Management
- Retirement Planning
- Social Security Optimization
- Tax-Efficient Planning
About Brian Michaels, CFP®
Hi, I'm Brian Michaels, Co-Founder and Financial Advisor at KM Financial Partners.I'm a CERTIFIED FINANCIAL PLANNER™ professional based in Bala Cynwyd, Pennsylvania, where I co-founded KM Financial Partners with my partner, Keith Keller. Together, we built our practice on the belief that relationships should be built on a mutual foundation of trust and understanding, and that comprehensive financial planning is essential to helping people pursue long-term financial success.
Before starting KM Financial Partners, I worked as a Certified Financial Planner with the Keller Michaels Team at McAdam, and earlier in my career I gained experience at Voya Financial. I studied at West Chester University of Pennsylvania, where I earned my Bachelor of Science degree.
At KM Financial Partners, I provide my clients with ongoing guidance and support specifically tailored around being smart with their money, so they can focus on what is truly important. I work closely with my clients in an effort to ensure they best leverage their benefits, avoid costly mistakes, and feel great about the path they’re on.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
2 Bala Plaza Ste 300, Bala Cynwyd, PA 19004, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About KM Financial Partners
KM Financial Partners is a financial planning and wealth management practice based in Bala Cynwyd, Pennsylvania, co-founded by Keith Keller, CFP® and Brian Michaels, CFP®.Our Philosophy
We created KM Financial Partners with the principle that relationships should be built on a mutual foundation of trust and understanding. Today more than ever, comprehensive financial planning is essential to long-term financial success. From managing cash flow and taxes, to evaluating insurance coverage and education planning, to preparing for retirement and wealth transfer, we believe finances don't mean just one thing, and financial planning means much more than just investing.
Our Services
We work with clients across retirement planning, cash flow and budgeting, tax minimization strategies, estate planning, investment management, and risk management through insurance. With so many moving pieces to a financial picture, we believe clients benefit from having a CERTIFIED FINANCIAL PLANNER™ professional advising on their entire financial situation rather than just one or two areas.
Why Work With Us
As independent financial advisors, we aren't restricted to the proprietary funds or products of any one company. Through relationships with strategic partners, we offer clients a wide selection of investment managers and portfolio strategies, aiming to keep our approach objective and centered on our clients' best interest. As members of Private Advisor Group, a nationwide network of financial advisors, we benefit from compliance and supervisory oversight, along with access to a community of like-minded advisors with whom we share best practices.
Keith Keller and Brian Michaels are Registered Representatives with, and securities are offered through, LPL Financial, member FINRA/SIPC. Investment advice is offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and KM Financial Partners are separate entities from LPL Financial.
Education
West Chester University of Pennsylvania, Bachelor of Science
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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