The KMI Difference
The differences we offer are in incentive, performance, reporting, and last and most importantly, safety.
KMI Wealth & Tax ManagementWe are investment & tax management consultants. There are four major differences between what we do as consultants from what your broker, banker, financial planner, insurance agent, or any other financial... read more
About Us
General Information and Disclosure Statement
KMI Wealth & Tax Management is a Registered Investment Advisor, registered with the State of Ohio.
J. Morgan Koth, CFP® Professional
President
I went to school at UCONN, studying Economics, and put my knowledge of finance and marketplace trends to work in the financial industry. I began work in Maryland as a Registered Representative with First Financial Group in 1998, moved to Melzer, Shiner, Carrol in Bethesda, Maryland, and then to LPL Financial Group in Delaware, Ohio. I started KMI in 2001.
I have always had a very strong entrepreneurial drive and even though I continued in equities, as a CERTIFIED FINANCIAL PLANNER™, I wanted to be the owner of my own businesses.
In addition to being President of KMI; I am also Owner/President of Advanced Industrial Machining, Inc.; President, Welcoming Services, Inc.; and President, and TheBestofColumbus.com.
Each of these businesses were either purchased or founded by me, as part of my mission to create new ways of doing business and financial opportunities for associates, clients, and investors. Because I am a business founder, owner and manager, I bring great insight into what it takes to make an individual or business financially successful. This knowledge can help you be successful too.
I live in Powell Ohio with my wife Kelley, daughter, and two boys.
