About

Brian has been in financial services since 2002, focusing on retirement planning, investments and insurance protection for individuals and families. He also has a special interest in assisting individuals who work in the public sector. A passionate educator, Brian enjoys sharing his in-depth knowledge through TV appearances, public speaking and articles published in industry publications. Brian has also authored two books, The Personal Finance Handbook: All the Best Personal Finance Questions & Their Answers and Total Compensation: A Practical Guide to Federal Employee Benefits and is a former host of ‘Your Future Finances’ on LaurelTV.

In addition to specializing in wealth management and retirement planning, Brian Kuhn is committed to educating the next generation on handling inherited wealth with care and responsibility. Understanding the complexities involved in receiving and managing inherited money, he provides tailored guidance to clients empowering them to make informed decisions about tax planning, investment strategies, legal considerations, and philanthropic endeavors. Brian's commitment to holistic inheritance planning helps ensure that the legacy of his clients continues to thrive and grow for generations to come.

Brian lives in Odenton, MD with his wife Merin and their two daughters. For fun he enjoys spending time with family, playing tennis, and reading.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

Education

  • BS, Towson University

Awards

  • *Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022
  • **Awarded 7/25/17 for the period of 3/31/16 - 3/31/17.
  • ***Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 1/01/18 for the period of 4/21/17 - 11/06/17. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.

Recent Media Appearances

  • Brian has been featured in numerous national publications, including:

Articles by topic

Filters

Blog

Maximize your Social Security benefits with smart strategies. Learn when to claim, how taxes and break-even ages affect your income, and why financial planning is key to a secure retirement.
Brian Kuhn CFP®, CLU®

Blog

Start essential estate planning conversations with your parents today. Use our Financial and Personal Account Inventory and these 8 key questions to simplify estate settlement, avoid family disputes, and ensure nothing is overlooked.
Brian Kuhn CFP®, CLU®

Blog

Get ahead of tax season with smart year-end planning. Discover 7 key topics to discuss with your tax advisor—from income changes and IRA contributions to property sales and tax law updates—to reduce surprises and optimize your return.
Brian Kuhn CFP®, CLU®

Blog

Confused about annuities? Learn the 7 key questions to ask before buying or managing one—from fees and surrender charges to income options, tax implications, and death benefit riders. Make informed decisions for your financial future.
Brian Kuhn CFP®, CLU®

Blog

Dream colleges don’t have to be financial nightmares. Learn how to plan ahead, maximize aid, and use smart investment strategies—like 529 plans and FAFSA tactics—to make your child’s education affordable and achievable.
Brian Kuhn CFP®, CLU®

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