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Kings Mill Wealth Advisors

EST. AUM
$280,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number
Website kingsmillwealth.com
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Overview

Kings Mill Wealth Advisors is a multigenerational father-daughter financial planning firm with over 50 years of combined experience in the industry. The firm's primary objective is to embrace the client's vision of the future, understand their needs and goals, and provide optimal financial outcomes. Their promise to clients is to deliver a principled, holistic, highly customized approach to the family’s wealth management. The firm's comprehensive services are tailored to meet unique needs at every stage of life. Kings Mill Wealth Advisors focuses on retirement and estate planning, portfolio management, cashflow and tax strategies, as well as charitable giving. They pride themselves on building trust and lasting relationships with their clients and work diligently leading a team of experts to generate the best outcomes.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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