Brian Kuhn – Financial Advisor & Financial Literacy Advocate

Personal Notes

I enjoy helping people map out the rest of their lives.  Everything that entails from setting goals, number crunching, budgeting, and the emotions of it.  Life is too short not to have good help by your side. I speak on all topics related to personal finance.  I have authored two books on the subject and write articles for a variety of online publications.  I look forward to meeting you.

Bio

Brian serves as the manager of a division within Planning Solutions Group; a Fulton MD hybrid RIA with over $500 million in assets under management. The division he manages, called PSG Clarity, is a unique planning team that focuses on affordable & efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian & his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.

In his 14th year as of January in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits” which is available on Amazon.com & Amazon Kindle. In 2015 he released the book “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions”. He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, HuffingtonPost, & Fedsmith.com among others. He has appeared in financial planning news articles at What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, & on Michael Hodes’ Estate & Chris Hensley’s Retirement Planning radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore.

He is the host of the bi-weekly TV show “Your Future Your Finances which airs on channel 16 MMC in Montgomery County MD. Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is a member of the Maryland Financial Planning Association & participates on their PR committee.

His profile as a financial planner is featured at wiseradvisor.com, the CFP board’s letsmakeaplan.org site, nerdwallet.com, Guidevine.com, SaplingAdvisory.com & Brightscope.com. He has been interviewed as a featured author at Businessinfoguide.com. He was named a 5 Star Wealth Manager for 2015.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC