Kamsouth

KAM South is an independent, fee-only financial planning and fiduciary investment management company based in Atlanta, Georgia. We serve clients in the metro Atlanta area and across the United States. We offer expert advice on Investment Management, Retirement Planning, Financial Planning, and Tax Strategies.

Our Vision

Our vision is to empower individuals to achieve financial security and pursue meaningful goals through personalized wealth management. We believe in accessible and transparent financial planning, focusing on long-term value creation through a combination of concentrated value investing and financial planning.

Our Expertise

Our founder, Dr. Christian Koch, is a seasoned professional with extensive experience in financial planning, investment management, and tax strategies. He is passionate about helping clients achieve their financial goals through a personalized and collaborative approach.

Our Process

Our unique, four-step process ensures a comprehensive and personalized financial plan tailored to your individual needs and aspirations. We take the time to understand your unique circumstances, goals, and potential risks.

Step 1: The Right Fit Meeting

We begin with a complimentary, initial consultation to assess your financial situation, discuss your goals, and understand your concerns.

Step 2: The Financial Plan

Through comprehensive analysis and planning, we develop a personalized roadmap to achieve your financial goals.

Step 3: Implementation

We execute your financial plan by managing your investments, addressing tax concerns, and providing ongoing guidance and support.

Step 4: Review and Refinement

We regularly review and refine your plan to ensure it continues to meet your evolving needs and goals.

Our Values

• Integrity: We adhere to the highest ethical standards and always act with transparency and in your best interests.
• Collaboration: We work closely with you as a team to achieve your financial goals.
• Transparency: We provide clear and concise information about your financial plan and investments.
• Value-Driven: We prioritize creating sustainable value for our clients through a long-term, value-investing approach.