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Welcome To Our Firm

Putting Perspective To Numbers

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Accounting

Tax preparation, bookkeeping, and financial consulting
for businesses and individuals.

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Wealth Management

Investment management, retirement planning,
and financial planning for individual investors and employers.

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How We HelpOur Experience

Founded in 2013, with roots dating back to Umbaugh Financial in 2002, KuhnDillonUmbaugh LLC combines extensive experience and unique approach to financial services.

At KuhnDillonUmbaugh LLC, our goal is to engage in on-going relationships with our clients. Because next year is too late to plan for this year.

How We HelpThe Service You Deserve

As a small business owner you work too hard to accept service from your accountant that is anything less than proactive, personal, professional and courteous.

You deserve to be treated by your accounting firm the same way you treat your own valued customers and clients.


Tax & Business Services


Wealth Management


Financial Consulting

Who We AreOur Approach

Historically, accounting has been more of a “reactive” service, a recording of past events.

At KuhnDillonUmbaugh LLC our goal is to engage in on-going relationships with our clients because next year is too late to plan for this years’ taxes.

Our services typically involve long-term engagements where we are looking at your books every month and meeting with you on a consistent basis, and long before your taxes are prepared.  

Rather than spending your valuable time on things that don’t create income, you, as our client, are better served putting your expertise and talents to use operating your business. Our role is to serve as your financial think tank assisting with day-to-day financial obligations as well as big picture issues.

Our ApproachWork With A Team That Cares

Compassion

Whether your business is just starting out or is a well-established successful venture, your financial consultant should understand and be able to relate to your pain points and the challenges you encounter on a daily basis.  As business owners ourselves we face many of your same issues and will guide you through them while always keeping the big picture in site.

Authenticity

Are you receiving financial guidance from someone who has always been a W-2 employee and never had to make a payroll happen?  KDU appreciates and recognizes the obstacles and sacrifices business owners must constantly juggle.  We have been through the growing pains of evolving from a start-up business to a flourishing firm with diverse clients and client needs.  

Relationships

Accounting and financial consulting should never be thought of as a transactional exchange.  Without understanding you, your passions, your goals and your business; the best solutions for you and your business can be overlooked.  The only way to learn what these are is by building a partnership between you the business owner and us as your trusted advisor.  

Excellence

Just “good enough” is not good enough. You hold yourself and your business to high standards and accountability to your customers. Your accounting firm and financial consultant should be doing the same. Excellence goes beyond just delivering quality work. We strive to be consistent, reliable, and provide insight that exceeds the ordinary.

ResourcesFinancial Insights

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Understanding ETFs: Building Blocks of Modern Investing

Understanding ETFs: Building Blocks of Modern Investing

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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

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Estate Management 101

Estate Management 101

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Contact UsLet's Get Started

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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