Wealth Management

Partners in planning for what matters most.

Wealth Management2025-01-07T18:07:48-04:00

Planning for the future is personal. As a trusted team of advisors, we take the time to listen, ask questions, and get to know the person behind the portfolio, from lifelong aspirations to the underlying worries that keep you up at night.

Building on a foundation of understanding, we create a roadmap that addresses your most important questions: Am I saving enough? Will I have enough to retire? Does my portfolio create unnecessary tax consequences that can be avoided?

Working in partnership with our clients, we plan, pivot with life’s changes, and provide expert guidance along the way. We care deeply about our clients and their families, and as fiduciaries, we are legally obligated to put every client’s best interests first.

From simple questions to complex challenges, we’re here to provide peace of mind so you can stop worrying and start enjoying the lifestyle you’ve worked so hard to attain.

⦿ WEALTH MANAGEMENT SERVICE AREAS

Financial Planning
Investment Management
Tax Planning
Estate Planning
Retirement Planning

⦿ NEWS & INSIGHTS

A New Path to CPA Licensure: What It Means for Future CPAs and KEB Candidates

If you're considering a career in public accounting, you’ve likely heard about the traditional path to CPA licensure — typically a bachelor’s degree followed by a fifth year of school or a master’s program to meet the 150-hour requirement. But that may soon change. The AICPA and NASBA recently approved a significant update to the

KEB Expands Litchfield Presence Through Acquisition of Fleming Tawfall

LITCHFIELD, IL – May 22, 2025 – KEB is proud to announce the expansion of its Litchfield office through the successful acquisition of Fleming Tawfall. This exciting development brings together two experienced and respected local accounting firms, significantly enhancing the capabilities and reach of KEB in the Litchfield area and surrounding communities. As part of

KEB Acquisition – Fleming Tawfall & Co.

KEB Expands Litchfield Presence Through Acquisition of Fleming Tawfall LITCHFIELD, IL – May 22, 2025 – KEB is proud to announce the expansion of its Litchfield office through the successful acquisition of Fleming Tawfall. This exciting development brings together two experienced and respected local accounting firms, significantly enhancing the capabilities and reach of KEB in

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