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Leadership

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The Kahl Group, LLC is an investment services group located in Westlake, Ohio. 

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With over 39 years combined experience, The Kahl Group, LLC,  through our affiliation with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. offers a full range of financial services to individuals and businesses. Our approach emphasizes superior client service combined with sound investment strategies to help each client attain their financial objective while meeting both short and long term goals.

 

Services

 

Our commitment to you is to provide you with exceptional service including education in order to empower you so you may make informed decsions.

 

While developing a customized financial portfolio, we will guide you through a step-by-step process which will establish your goals.  We will then customize appropriate strategies to meet these objectives.  Our goal is assist you in executing a sound financial plan utilizing some of the following products and services.

Contact Us

FOR A COMPLIMENTARY CONSULTATION:

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ph: 440.210.1639

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1991 Crocker Rd

Suite #600

Westlake OH  44145

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EMAIL

brian@thekahlgroup.com

jennifer@thekahlgroup.com

Useful Links

Retirement Questionnaire

What are your goals and aspirations?  It is never to late to begin planning. Complete the Retirement Questionairre so we may be better equipped to make informed recommendations in achieving these dreams.

Account Viewing / My Streetscape

For some exsisting clients, you may view your account(s) on line by clicking on the link to the left.

Market News

Get market updates and stock quotes from CNBC

Riskalyze

What level of risk are you willing to take? How does this risk relate to your current portfolio?

Follow the link and answer questions relative to risk.  Your responses will automatically be sent to us. We will use this information to make recommendations for you.

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Check the background of our investment professionals on FINRA’s BrokerCheck.

 

Investment advisory services provided by NewEdge Advisors, LLC doing business as The Kahl Group as a registered investment adviser.  Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.

 

The material provided in this site is for information purposes only and should not be used or construed as an indicator of future performance, an offer to sell, or a solicitation of an offer to buy nor recommend any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such an offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. A broker-dealer, broker-dealer agent ("BD agent"), Registered Investment Adviser, or Registered Investment Advisor agent ("RIA agent") may only transact in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state`s broker-dealer, BD agent or RIA agent requirements, as the case may be. Follow-up, individualized responses to consumers in a particular state by the broker-dealer, BD agent, Registered Investment Adviser, or RIA agent that involve either the effecting or attempting to effect transactions in securities or the rendering of investment advice for compensation, as the case may be, shall not be made without first complying with the state`s broker-dealer, BD agent, Registered

Investment Adviser, or RIA agent requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, BD agent, Registered Investment Adviser, or RIA agent a consumer should contact his or her state securities law administrator.

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