| Company: | Wealth Enhancement |
| Contact: | Brian Kuhn |
| Address: | 8161 Maple Lawn Blvd, Suite 400 |
| City: | Fulton |
| State: | MD |
| Zip: | 20759 |
| Phone: | 301-543-6035 |
| Fax: | -- |
| Email: | bkuhn@wealthenhancement.com |
| Website: | click here |
About My Practice
Brian has been in financial services since 2002, focusing on retirement planning, investments and insurance protection for individuals and families. He also has a special interest in assisting individuals who work in the public sector. A passionate educator, Brian enjoys sharing his in-depth knowledge through TV appearances, public speaking and articles published in industry publications. Brian has also authored two books, The Personal Finance Handbook: All the Best Personal Finance Questions & Their Answers and Total Compensation: A Practical Guide to Federal Employee Benefits and is a former host of ‘Your Future Finances’ on LaurelTV.
In addition to specializing in wealth management and retirement planning, Brian Kuhn is committed to educating the next generation on handling inherited wealth with care and responsibility. Understanding the complexities involved in receiving and managing inherited money, he provides tailored guidance to clients empowering them to make informed decisions about tax planning, investment strategies, legal considerations, and philanthropic endeavors. Brian's commitment to holistic inheritance planning helps ensure that the legacy of his clients continues to thrive and grow for generations to come.
Brian lives in Odenton, MD with his wife Merin and their two daughters. For fun he enjoys spending time with family, playing tennis, and reading.
Education
BS - Towson University
Awards
2024 AdvisorHub “Advisors to Watch” award, ranked #43 in the 100 Solo Advisors to Watch” category*.
2017 Forbes List of Next Generation Wealth Advisors**.
FIVE STAR Wealth Manager (2017-2023)***
*Awarded for the period from June 2024-June 2025. Data used is from 12/31/2023 and 12/31/2022
**Awarded 7/25/17 for the period of 3/31/16 - 3/31/17.
***Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 1/01/18 for the period of 4/21/17 - 11/06/17. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.
Recent Media Appearances
Brian has been featured in numerous national publications, including:
USA Today: How much does a financial advisor cost? 2024 costs and fees
Yahoo! Finance: 41 States That Won’t Tax Social Security Benefits in 2025
Fortune: Should you use a cosigner to get a loan? The pros and cons
U.S. News & World Report: Should You Draw $1K From Your Retirement Account?
Financial-Planning.com: Wary of bank stability, investors shovel huge dollars into money market funds
AARP: Is a Robo-Adviser Right for Your Retirement?
Barron’s: What to Do if You Are Laid Off: Tips From Pros on Everything From Budgeting to Finding Another Job
GoBankingRates: 7 Ways To Squeeze the Absolute Most Out of an Average Salary
CBS News: Savings account interest rate forecast: What experts predict for this year, 2024
Books Published
Kuhn, Brian (2015) The Personal Financial Handbook: All The Best Personal Finance Questions & Their Answers, Amazon Publishing
Kuhn, Brian (2013) Total Compensation: A Practice Guide to Federal Employee Benefits, Amazon Publishing
I have been offering financial advice since (enter the year).
Offering Advice Since
2002
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Federal employee benefits
Tax planning
Licenses, Certifications, Education, and Affiliations
Designations: CFP®, ChFEBCTM, CLU®, CLTC®
Insurance Licenses: 188569
Security Licenses: FINRA CRD 4474832
Other Licenses, Certifications, Designations:
Education: Bachelor of Science Business Administration, Towson University
Associations & Affiliations: Member of the Anne Arundel County Estate Planning Council
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
Employee
My Broker / Dealer Affiliation
Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.