Founded in 1994 by William A. Komar, Ko-Advisors began as a firm focused on accounting and tax services. William’s passion for working closely with people and guiding them through their financial challenges led to the expansion of our services to include comprehensive financial planning in 1998. With over four decades of experience, William built Ko-Advisors on the belief that everyone, regardless of their financial status, deserves access to personalized financial guidance.
Our Story
A family-owned firm that has always, and will always, put families first
In 2006, William’s son, Kevin, joined the firm full-time, bringing fresh energy and a deep commitment to upholding the values upon which Ko-Advisors was founded on. By 2008, Kevin was licensed in financial planning, complementing the tax preparation services his father had established decades earlier. Together, they officially formed Ko-Advisors, LLC in 2011, creating a partnership that blends tradition with innovation. Kevin, now a CERTIFIED FINANCIAL PLANNER® and co-owner, or as he likes to say, “Ko-owner,” has helped steer the firm towards a more holistic financial planning approach, integrating his deep knowledge of tax preparation with comprehensive financial strategies.
At Ko-Advisors, we believe everyone seeking to better their family’s financial future deserves our full attention and dedication, which is why we do not impose account minimums. Our approach is simple yet profound: we tailor our services to meet the unique goals and aspirations of each client, providing comprehensive support under one roof. From tax preparation to financial planning, we offer a holistic view of your financial situation, helping ensure your hard work today creates lasting wealth and opportunities for you and your family’s tomorrow.
Our Team
Get to know your committed team
Why a CFP?
Understanding the value of certified financial planners
It’s a common and understandable assumption that all financial planners must be “certified,” but this is a misconception. Anyone can claim the title of “financial planner,” but a CERTIFIED FINANCIAL PLANNER® is a professional that is certified by the CFP Board. Those that are board certified have undergone rigorous training to earn this respected and trusted title.
As CFP® professionals, we are willingly held to a strict ethical standard for the benefit of our clients. By requirement, we have acquired years of experience related to providing financial planning services and passed the comprehensive CFP® Certification Exam. On top of this, all of our partners are dedicated to continuing our education in order to provide you the best service with confidence.
We have undergone all of this to ensure that we have the knowledge and tools to best serve you. The CFP® Certification is our promise to you that we are fully dedicated to your best interests and peace of mind.
