Korhorn Financial Group

Korhorn Financial Group provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), as well as retirement plan sponsors, foundations, and other institutional clients. Services described in the brochure include portfolio management, participation in the SEI Asset Management Program, standalone financial planning and consulting, and retirement plan consulting under ERISA Section 3(21) or 3(38).

The firm works primarily through asset allocation models and model-based portfolio management, using mutual funds and ETFs (including Dimensional funds and defined‑outcome ETFs), allocations to independent managers, and select strategies such as options and short sales where appropriate. Korhorn also supports ongoing monitoring and rebalancing (including quarterly rebalances for SEI accounts), offers client access to the eMoney planning platform, and discloses limited use of AI tools subject to an internal AI policy.

Compared with many multi‑team peers, Korhorn discloses affiliated operating companies for tax/bookkeeping (KFG Tax and Business Services, LLC) and insurance services (KFG Insurance Agency, LLC), and notes that certain representatives are dually registered with a broker‑dealer (Silver Oak Securities). The firm is partly employee‑owned through an ESOP, discloses receipt of third‑party support services from custodians, and indicates use of client testimonials in its advertising materials.