We work with business owners and their families to help manage, expand, and safeguard their finances.

Kölnen & Co. Promise

Strategic Guidance

You deserve more than just bean counters, backward-looking analysis, and someone to help file taxes. We go beyond just tax compliance and historic financial reporting to provide you proactive, actionable advice.

Transparent Pricing

Life already throws enough curve balls at you. We agree upon pricing ahead of time so our relationship can move forward with confidence and clarity.

In your Corner

You are more than just “one more” client to us. We’re here to partner with you and your business to help in any way you need.

To be the best at what we do by pushing ourselves to do great work with people we admire.

Our Purpose

Values

Our values define our culture and guide our actions.

Be the Ideal Partner

Think for the Longterm

We Play to Win

To be the first-choice advisor to private business owners in the USA.

Our Mission

Kölnen & Co. Insights

Free weekly inspiring thoughts on issues shaping the future of business and family wealth.