KARR BARTH PRIVATE CLIENT GROUP BECOMES KB FINANCIAL PARTNERS
Joins As Member of M Financial Group, Premier Financial Services Distribution Network
PRINCETON, NJ, APRIL 28, 2009—Karr Barth Private Client Group has announced that it is changing the firm’s name to KB Financial Partners to reflect its priority focus on a partnership with its clients. In addition to a new name for the firm, KB Financial Partners has introduced a new brand image and new website: www.kbfinancialpartners.com.
With offices in Princeton, NJ, Newtown, PA, and Point Pleasant Beach, NJ, KB Financial Partners is a leading provider of investment advisory services, financial planning, specialized estate liquidity, qualified and nonqualified planning, and employee benefit solutions to affluent clients and successful companies. The firm was founded in 1996 by James D. Kaplan, CLU, and has grown to a team of almost 20 professionals.
In addition to its name change, KP Financial Partners also announced that it has become a Provisional Member Firm of M Financial Group (“M Financial”).
“At KB Financial Partners, we provide our clients with objective, ‘no-strings-attached’ advice,” said Kaplan. “This advice has never been more crucial than in today’s economic environment. We decided to rebrand KB because, first and foremost, we are partners with our clients. The new name reflects this close relationship.”
“Working in partnership, we help our clients gain clarity about their financial priorities, and provide leadership and direction in executing solutions that improve the productivity of their assets,” Kaplan added.
“Our new relationship with M Financial is an ideal complement to our decision to rebrand our firm as a partnership,” Kaplan noted. "M Financial has demonstrated innovation, collaboration, and differentiation in the marketplace, which is an ideal fit for our firm and the advocacy we champion for our clients. M Financial provides us access to proprietary investment and insurance solutions unavailable to other firms. This gives us a sustainable competitive advantage, allowing us to better serve individual and institutional clients. We are particularly excited about the additional resources M Financial will offer our corporate clients seeking employee benefit solutions.”
Fred H. Jonske, President and Chief Executive Officer of M Financial Group, said: “KB Financial Partners is an exciting addition to our community of Member Firms. Jim and his team are seasoned professionals with enviable track records of significant growth and leadership. We are excited to have the opportunity to support their efforts and enhance their success going forward.”
About KB Financial Partners
KB Financial Partners is an independent registered investment advisory firm that provides objective, conflict-free advice without the distraction of the fundamental problems of other financial institutions. For more information about KP Financial Partners, please visit www.kbfinancialpartners.com .
About M Financial Group
With over 115 Member Firms in 36 states, M Financial Group is one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. For more information about M Financial Group, please visit www.mfin.com.
Contact Information:
James D. Kaplan, CLU Jacob Boston
KB Financial Partners, LLC M Financial Group
609.514.4700 503.414.7296
jkaplan@kbfinancialpartners.com jacob.boston@mfin.com
