Kuhn Advisors, Inc.

About Kuhn Advisors, Inc.

<p>Founded by Mark Kuhn, CPA in 1993, Kuhn Advisors, Inc. brings an endowment-style approach to investment management for multi-generational families.</p> <p>Headquartered in Durham in the Raleigh–Durham–Chapel Hill area, the firm works as a <a href="/plan-advisors">plan advisor</a> and retirement planning resource for clients who want a clear plan for retirement income, Social Security decisions, and turning long-term savings into steady cash flow. It also helps mid-career professionals organize their financial picture and set priorities for retirement and education savings.</p> <p>Kuhn Advisors has a distinct niche with university faculty and staff, helping them understand their retirement plan options and make investment choices that fit their goals. The firm also supports values-driven investing, including socially responsible strategies, along with family and charitable giving decisions.</p> <p>As of 2026, Kuhn Advisors reports $0.8B in assets under management. The firm also offers 3(21) fiduciary support for retirement plans.</p> <ul> <li>3(21) investment fiduciary services</li> <li>Retirement readiness planning and income strategies</li> <li>Social Security analysis and claiming guidance</li> <li>Values-based and socially responsible investing</li> <li>Family wealth transfer and charitable giving planning</li> </ul>

Website: https://kuhnadvisors.com/

Founded: 1993