The Kohn Team
Serving the greater West Chester, OH area.
Location
West Chester, OH 45069 (513) 563-3508
A team behind every plan
We help clients make smart financial decisions today to shape a confident and fulfilling tomorrow. With 28 years of experience, we provide fiduciary guidance through holistic financial planning that includes retirement, education, risk, and investment management. We take the time to understand what matters most to you and your family, delivering personalized strategies supported by clear planning, ongoing education, and access to top institutional money managers. Clients value our thoughtful approach, prompt communication, and genuine care, co-creating your financial future with trusted, independent advice.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
Primary office
West Chester, OH
9078 Union Centre Blvd, Suite 350
West Chester, OH 45069
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
West Chester, OH
West Chester, OH 45069
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
The Kohn Team
Newsroom and Resources
View All529 Plan Rules for When a Child Skips College
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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