The KMS Difference

KMS financial professionals employ a range of business models across a broad selection of products, platforms and custodial relationships. KMS does not manufacture proprietary investment products. Rather than try to reorder your practice for our convenience, we dedicate our energy and services to the business approach you need.

Financial professionals nationwide place their trust in KMS because of our renowned service and deep commitment to our financial professionals. We are a relationship-driven firm, dedicated to the long-term success of your practice and your clients.

Serving Your Business Needs

We are invested in the success of your business today, while being mindful and forward-thinking about what you need to be successful tomorrow. Your practice’s health, stability and continued growth will be top of mind to you throughout your career. KMS partners with you to navigate the challenges of being a successful financial professional in our complex and evolving industry. From financial planning and investments to compliance and cybersecurity, we have you covered.  

Succession Planning

Whether its assisting with practice valuation or helping with legal agreements, when you are ready to retire or team up with another financial professional as you transition your book of business, our senior-level consultants are here to help. 

NextGen financial professionals play an instrumental role in succession planning. KMS invests in recruiting top financial professional talent, attracting recent college graduates, and enhancing current business models and technologies so that your practice valuation remains attractive in a dynamic and evolving financial services environment.  

What Makes KMS Unique?

Our trained home office staff members are committed to supporting the needs of your practice, from annuities and insurance products to ERISA retirement plans, and so much more. Our account-opening forms are straightforward and efficient, and our organizational structure is renowned for its minimal layering between financial professinals, executives and home office employees. 

KMS actively seeks feedback from our financial financial professionals and our experts in the home office to bring compelling new solutions to market. We appreciate the critical role financial professionals take dedicating resources and insights to finding appropriate products and services for their clients. 

If you would like to initiate a confidential discussion, please contact Howard Englehart, VP of Business Development at (206) 441-2885 ext. 232 or



We look forward to having a confidential discussion when you feel the time is right.

  • Howard EnglehartVP of Business Development / (206) 441-2885 ext. 232 /
  • Erinn Ford, President and Chief Executive Officer / (206) 441-2885 ext. 253 /

Your Practice. Our Commitment.