# Kuhn Advisors, Inc.
Source: https://planprovider.pro/provider/kuhn-advisors-inc

> Founded by Mark Kuhn, CPA in 1993, Kuhn Advisors, Inc. brings an endowment-style approach to investment management for multi-generational families. Headquart…

Retirement Plan Advisor

Durham, NC

## 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/](https://kuhnadvisors.com/)

Founded: 1993

## Office Locations

- Durham, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $753.7M

## Team Members

- **Hunter Outen**, Wealth Advisor, CFP®, MBA

- **Susan Demeri**, Senior Client Service Associate

- **Julie Ellis**, Senior Client Service Associate

- **Anne Baber**, Operations Manager

- **Kyle Feduccia**, Wealth Analyst

- **Rachel Rush**, Client Service Associate

- **Mark Kuhn**, President & Founder, CPA

## Other Retirement Plan Advisors in NC

- [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA

- [Raymond James Financial](https://planprovider.pro/provider/raymond-james-financial-inc) - St. Petersburg, FL

- [Captrust](https://planprovider.pro/provider/captrust) - Raleigh, NC

- [Eastover Capital Management](https://planprovider.pro/provider/eastover-capital-management) - Charlotte, NC

- [MCSHANE PARTNERS](https://planprovider.pro/provider/mcshane-partners) - Charlotte, NC

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Allison Investment Management, LLC](https://planprovider.pro/provider/allison-investment-management-llc) - Columbia, SC

- [H. L. Ormond & Company, LLC](https://planprovider.pro/provider/h-l-ormond-and-company-llc) - Greenville, NC

- [Client First Investment Management LLC](https://planprovider.pro/provider/client-first-investment-management-llc) - West Bend, WI

- [Blueprint Financial Advisors](https://planprovider.pro/provider/blueprint-financial-advisors) - Charlotte, NC

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/kuhn-advisors-inc)

&copy; 2026 PlanProvider.Pro