Springfield, MO – KPM Wealth Advisors is proud to announce a recent, national distinction! Leading industry publication Accounting today has included KPM Wealth Advisors among the top 150 firms by assets under management (AUM), which features firms across the U.S.
“It’s an honor for KPM Wealth Advisors to be named among the top firms by AUM in the country,” stated KPM shareholder Skylar Smith. “As a firm, we continue to grow and provide solutions to meet the financial planning needs of our clients. I look forward to the firm’s future,” he added.
“We are excited to add Skyler Whitworth to the KPM Wealth Advisors team – she is a great addition as we continue to grow,” stated KPM Wealth Advisors Shareholder Jay McIntyre.
Skyler joined the firm at the start of the year after graduating from Missouri State University with a degree in Finance and an emphasis in Financial Planning. She will play a pivotal role working alongside our lead advisors to empathetically serve clients and enhance products, services, processes, and systems to meet current and future client needs.
About KPM Wealth Advisors
Established in 2001, KPM Wealth Advisors offers a vast array of wealth management services to help families build, preserve, and leave a legacy. We help clients manage their finances, develop a strategy, stay on track, and better understand the big picture of both long and short-term financial goals.
The 2024 Wealth Magnets issued by Accounting Today. Accounting Today’s top 150 CPA financial planning firms by assets under management (AUM). More than 200 firms applied. Firms have reported either their overall chief executive, or the leader of the planning practice. For simplicity’s sake, we have listed both under “chief executive,” though many have different titles. In cases where a leader was not identified, we identified the leader of the planning practice from the firm’s website, where available. In addition, some firms reported staff figures for just the planning practice, some just for the overall CPA firm, and some for both. In cases where we had a choice, we published figures from just the planning subsidiary. Many firms gave a date for the AUM figure they submitted; these varied widely, from the date of submission to a recent quarter-end, but in no case was it earlier than year-end 2023. Data provided by Ideagen Audit Analytics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.