Fiduciary
A commitment to acting in your best interest for long-term financial wellbeing.
Who we are
Leading Provider of Analytics and Financial Services
We offer a deeply personalized approach, providing objective, customized advice, seamless wealth management, and exclusive access to private investments.
$ 28.90 M
Assets under management
$ 6 bn
Saved for clients annually
90 %
Repeat clients or referrals
120 +
Professionals
Values
We Operate with Unwavering Honesty & Integrity
Integrated
Comprehensive wealth services, tailored solutions, and exclusive alternative investments.
Highly Personalized
A customized approach driven by proactive ideas and strategic problem-solving.
Experienced
A highly dedicated team, supported by our extensive network of trusted professionals.
Our history
Here's How We Got Started
1950
The Beginning
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
2004
Acquisition
Kerfi has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth.
2014
Partnership
Kerfi formed a partnership with Meks Capital Group, LLC to drive continued growth through mergers and acquisitions.
2024
Expansion
Kerfi continues to expand with Move Holdings, LP to fuel future growth and advance ongoing strategies.
Why us
We Always Put Your Interests First
Driven by a relentless focus on “why,” we integrate our services to uncover, design, and deliver the most impactful outcomes for you. Instead of relying on predefined processes, we take a hands-on approach—collaborating closely with your teams.
Why us?
You’ll Know What
We are Transparent Like that. No Gimmicks.
