Kings Mill Wealth Advisors
Financial Services • 
Towson, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 100 West Rd, Suite #300, Towson, Maryland 21204, US |
| Website | |
| NAICS | 52 |
| Keywords | Estate Planning, Retirement Planning, Tax Planning, Portfolio Management, Cashflow Management, Investment Planning, Charitable Giving, Long-Term Care Insurance, Multi-Generational Planning, Protection Management |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Kings Mill Wealth Advisors
Marvin Rauchbach
Founder, Financial Advisor at Kings Mill Wealth Advisors
Kings Mill Wealth Advisors Email Formats
Kings Mill Wealth Advisors uses 2 email formats. The most common is {first name} (e.g., john@kingsmillwealth.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@kingsmillwealth.com | 66.7% |
{first initial} | j@kingsmillwealth.com | 33.3% |
About Kings Mill Wealth Advisors
Kings Mill Wealth Advisors is a multigenerational financial planning firm with over 50 years of combined experience in the industry. Our primary objective is to embrace your vision of the future, understand your needs and goals, and provide optimal financial outcomes. Our promise to you is to deliver a principled, holistic, highly customized approach to your family’s wealth management. Our comprehensive services are tailored to meet your unique needs at every stage of life. At Kings Mill Wealth Advisors we focus on retirement and estate planning, portfolio management, cashflow and tax strategies, as well as charitable giving. We pride ourselves on building trust and lasting relationships with our clients and work diligently leading a team of experts to generate the best possible solutions for you. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. See the website for additional disclosure.
Kings Mill Wealth Advisors revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Kings Mill Wealth Advisors has never raised funding before.
Kings Mill Wealth Advisors Tech Stack
Discover the technologies and tools that power Kings Mill Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Germany
United Kingdom
Frequently asked questions
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