For ​26 years, KMB Group has built its reputation on something increasingly valuable in the financial services industry: relationships.

Clients across northwest Ohio and southeast Michigan have turned to the firm not only for investment guidance but also for the familiarity of working with advisors who understand their families, businesses, and long-term goals. Now, the locally established team is entering a new chapter designed to strengthen those connections while broadening the resources available to clients.

The KMB Group will be joined by Fortis Capital Advisors, LLC leaders for a ribbon-cutting ceremony on June 17 celebrating the new office at 3500 Granite Circle and the new partnership with Fortis Capital Advisors, an independent Registered Investment Advisory firm.

The partnership combines KMB Group’s deep local roots with the expanded capabilities of a growing national organization. Despite the change, clients will continue working with the same advisors from the firm’s local office.

For area families and business owners, the collaboration means increased access to comprehensive wealth management services and specialized planning strategies. Expanded resources include retirement planning, estate planning, business succession planning​, and multi-generational wealth planning designed to help clients navigate life’s financial transitions.

Leading the local office are Ben Kusner, Shane Meyer, and Steve Berner, CFP®, advisors recognized for their relationship-focused approach and commitment to guiding clients through important financial decisions with clarity and confidence.
Rather than changing the firm’s identity, the partnership reflects an evolution of its mission — combining hometown service with broader expertise to better meet clients’ increasingly complex financial needs.

The June 17 ribbon cutting will not only commemorate the opening of KMB Group’s new office, but also celebrate the continued growth of a team that has spent years serving individuals, families, and business owners throughout northwest Ohio and southeast Michigan.

A client open house will also be announced in the coming weeks.

As KMB Group looks toward the future, its leaders say the goal remains unchanged: providing trusted advice and personalized service while helping clients build, preserve, and transfer wealth for generations to come.

Investment advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Fortis Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at http://www.adviserinfo.sec.gov.