Kane Steven L, CPA

Kane Company Wealth Management, PC is a fee-only, fiduciary wealth management firm that has been providing comprehensive financial and tax guidance to our clients for over 30 years. Our mission is to assist our clients in accumulating wealth while enhancing their quality of life without compromising our ethics and integrity.

Our Story

Founded in 1990 in Johnston, Iowa, our firm has a rich history of providing personalized financial services to individuals and families. Our team of experienced professionals, led by our founding principal, Steven L. Kane, CPA/PFS, CFP, combines expertise in accounting, finance, and law to deliver tailored solutions for our clients' unique needs.

Our Services

At Kane Company Wealth Management, PC, we offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Investment Advisory Services: We provide low-cost, fee-only investment advisory services using no-load mutual funds and exchange-traded funds. Our firm primarily utilizes Dimensional Funds, a world-class investment solution that provides global investment opportunities with state-of-the-art portfolio design and trading.
• Personal Financial Planning: Our team of CERTIFIED FINANCIAL PLANNER professionals will work with you to create a personalized financial plan tailored to your specific needs and goals.
• Tax Services: Our experienced team of tax professionals will help you navigate the complex world of income tax planning and preparation for both individuals and businesses.

Meet Our Team

Our team of experienced professionals is dedicated to providing exceptional service and personalized attention to each of our clients. Our team includes:

• Steven L. Kane, CPA/PFS, CFP: Our founding principal and chief investment strategist, Steve has over 25 years of experience in public accounting and financial planning.
• Sarah L. Zimmerman, CPA/PFS: A financial and tax adviser, investment adviser representative, and director of tax services, Sarah has a Bachelor of Science degree in accounting and is a CERTIFIED PUBLIC ACCOUNTANT, PERSONAL FINANCIAL SPECIALIST, and FINANCIAL PLANING PROFESSIONAL.
• Jason J. Kane, CFP: A wealth manager and director of trading, Jason is a CERTIFIED FINANCIAL PLANNER professional and has a Bachelor of Science in Business in Finance.
• Susan K. McKee: Our client services specialist, Susan provides essential support with new client onboarding, client services, investment accounting, and billing.
• Elizabeth A. Buckley, CPA: Our tax and accounting manager, Elizabeth is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.

Our Philosophy

At Kane Company Wealth Management, PC, we believe that our clients' best interests come first. As a fee-only, fiduciary wealth management firm, we have a vested interest in ensuring that our clients' financial goals are met. We take a long-term approach to investing and take into account every aspect of our clients' financial situations to create a comprehensive financial plan tailored to their unique needs.

Contact Us

We invite you to learn more about our firm and our services by visiting our website or contacting us directly. We look forward to serving your financial needs.