About Kim Wealth Advisors
At Kim Wealth Advisors, we are dedicated to helping you pursue your financial goals with confidence. Our team of experienced financial advisors and wealth management professionals is committed to providing you with a high level of service and expertise.
Our Mission
At Kim Wealth Advisors, our mission is to provide a secure, organized, and comfortable environment where our clients feel confident in their financial surroundings. We are committed to a practice culture that fosters transparency and long-term relationships. Our investment philosophy is centered on delivering customized and tailored strategies that are specifically designed to address your unique financial goals and planning needs. We believe in the power of personalized service and strategic planning to help you pursue financial independence and long-term success.
Our Team
Our team is composed of highly skilled and dedicated professionals who bring a wealth of experience and knowledge to the table. Each member is committed to understanding your unique financial situation and working closely with you to develop a comprehensive plan that aligns with your goals.
Samuel Kim
Founder I Senior Wealth Advisor
For more than 24 years, Sam has been helping clients make informed financial decisions. He takes a planning and goals based approach which serve as the guide to a customized investment strategy; always with an eye toward mitigating...
Scott Mann, CRPC®, CRPS®, CPFA®
Wealth Advisor
For more than 15 years, Scott has worked in the financial services industry and dedicated himself to acquiring the experience necessary to better serve his clients. Prior to joining Kim Wealth Advisors, Scott was a Retirement Consultant...
Karen Burt
Senior Client Service Associate
Our Values
Security: We prioritize the security of your financial information and the stability of your investments.
Organization: We maintain a highly organized approach to ensure that all aspects of your financial plan are meticulously managed.
Confidence: We strive to create an environment where you feel confident in your financial decisions and surroundings.
Comfort: We believe in providing a comfortable and welcoming experience, making your financial journey as stress-free as possible.