Marc Stein Email & Phone Number

Marc Stein is the Managing Director of KM Capital Group, Inc., where he heads a five-advisor team whose practice focuses on the needs and goals of high-net-worth families and closely held businesses. At the core of his practice is an emphasis on financial planning and professional asset management that typically spans several generations of a client's family.As independent advisors, Marc and his team provide objective and custom wealth management solutions for their clients. This approach builds trust along with a consistently high quality client experience.Marc has been a featured panelist at the prestigious BNY Mellon/Pershing INSITE Conference and several Lockwood Advisor Regional Symposiums. Additionally, he is currently a recurring panelists for the Goldman Sachs 10K Small Business Initiative. Specialties: financial advisor, financial planning, asset management, wealth management, financial advice, financial projections, retirement planning, investment advice.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Wealth Management, Portfolio Management, Financial Advisory, Independent Financial Advice, and 8 others.