Business Details
20 Years
experience
Your Trusted Partner for Financial Planning & Investment Management
Founded in 2006, Kohmann Bosshard has established itself as a trusted name in wealth management and financial planning. Our firm was built on the principles of integrity, expertise, and a commitment to serving every client with the highest standards of care. We specialize in providing personalized financial strategies tailored to individual needs, combining deep industry knowledge with a disciplined investment philosophy. Our team of seasoned professionals, including Certified Public Accountants and CERTIFIED FINANCIAL PLANNERS, brings decades of combined experience to every client relationship. We adhere to a fiduciary standard, ensuring all recommendations prioritize client interests with transparency and honesty.Our approach emphasizes diversified, low-cost investment solutions and comprehensive financial planning that addresses tax, retirement, estate, and education planning. Through regular portfolio reviews and proactive adjustments, we maintain alignment with evolving client goals. Our dedication to continuous improvement and client-centric service has earned us long-standing relationships with families, trusts, estates, and charitable organizations. We operate as Kohmann Bosshard Financial Services, LLC, a SEC Registered Investment Advisor, delivering services through a structured, disciplined framework that prioritizes long-term outcomes over short-term market fluctuations.
Services
Wealth Management
Investment Management
Financial Planning
Tax Planning
Retirement Planning
Estate Planning
Education Planning
Charitable Giving
Insurance Analysis
Details
- Year established: 2006
Highlights and features
- We have over 15 years of experience in wealth management since 2006.
- Our team includes Certified Public Accountants and CERTIFIED FINANCIAL PLANNERS.
- We provide personalized service with dedicated client advisors.
- We operate as fiduciaries, prioritizing client interests with full transparency.
- We utilize diversified, low-cost index fund strategies for long-term growth.
Associations and certifications
- SEC Registered Investment Advisor
Services
Investment Management
Our investment management services focus on building diversified portfolios using index funds aligned with client goals. We employ disciplined asset allocation, tax-efficient strategies, and regular rebalancing to maintain target allocations. Our approach emphasizes long-term growth through low-cost solutions while minimizing market volatility risks.
Financial Planning
We create comprehensive financial plans addressing tax strategies, retirement income distribution, estate protection, and education funding. Our holistic approach integrates all aspects of clients' financial lives, ensuring coordinated strategies that adapt to changing circumstances through ongoing monitoring and adjustments.
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities and maximize savings. We utilize available deductions, credits, and tax-smart investment locations to optimize after-tax returns while maintaining alignment with overall financial objectives.
Retirement Planning
We design retirement plans focusing on income distribution strategies and cash withdrawal optimization. Our services ensure financial security through diversified investment approaches, Social Security optimization, and tax-efficient withdrawal sequencing tailored to individual retirement timelines.
Estate Planning
Our estate planning guidance helps clients protect assets and establish legacy plans. We coordinate with legal professionals to implement trusts, wills, and charitable giving strategies that reflect clients' wishes while minimizing estate tax implications.
People
Dean Kohmann
President
Dean Kohmann leads Kohmann Bosshard with 30+ years in financial services, including roles at Ernst & Young and Charles Schwab. He earned his Accounting degree from Case Western Reserve University and has guided the firm since 2015.
Otto Bosshard
Former Chairman
Otto Bosshard founded Kohmann Bosshard in 2006 with over 40 years in finance. As former CIO of Westfield Insurance Group, he developed the firm's 'investing inside the box' philosophy before passing leadership to Dean Kohmann.
Stephanie Patterson
Director of Client Services
Stephanie Patterson oversees client relations with 15+ years in financial services. She holds a BSBA from Ohio State University and previously worked at Charles Schwab's Retirement Plan Services Group before joining Kohmann Bosshard in 2005.
Mike Spangler
Financial Advisor
Mike Spangler provides financial planning services with 16 years of industry experience. A CERTIFIED FINANCIAL PLANNER, he graduated from the University of Akron and specializes in retirement income strategies for high-net-worth clients.
Abigail Happ
Financial Planner
Abigail Happ offers comprehensive financial planning as a CERTIFIED FINANCIAL PLANNER. She joined Kohmann Bosshard in 2020 after graduating from Grove City College, focusing on tax-efficient investment strategies and estate planning solutions.
Questions
What financial services do you offer?
We provide investment management, financial planning, tax strategies, retirement planning, estate planning, and charitable giving guidance tailored to individual client needs.
What is your investment approach?
We use diversified index funds with tax-efficient asset location, emphasizing long-term growth through disciplined rebalancing and low-cost investment solutions.
How do you create financial plans?
We develop comprehensive plans through goal assessment, risk evaluation, and coordinated strategies that address all aspects of clients' financial lives.
Are you fiduciaries?
Yes, we operate as fiduciaries, legally obligated to act in clients' best interests with full transparency and ethical standards.
How can I schedule a consultation?
Contact us at 330-666-6886 to arrange an initial meeting where we'll discuss your financial goals and develop a personalized strategy.
Who are your typical clients?
We serve families, trusts, estates, retirement plans, and charitable organizations requiring sophisticated wealth management solutions.
