What We Do

Comprehensive wealth management — from investment strategy to estate planning — built around your life and legacy.

Our Services

01

Wealth Planning & Advice


Your financial life is unique — shaped by your career, your family, and your vision for the future. We build comprehensive, personalized plans that go beyond generic templates to address every dimension of your wealth.

Services
Retirement & Asset Allocation Executive Benefits Global Family Considerations Tax Strategies
What We Cover
Net worth & balance sheet analysis
Cash flow optimization
Liquidity planning
Tax-mitigation strategies
Tax-efficient income planning strategies
Retirement income projection
Education funding strategies
Custom goal planning

02

Investment Strategies


We take an disciplined investment approach to portfolio construction — disciplined, risk-aligned, and built around your long-term goals. Every investment decision is made with your complete financial picture in mind.

Services
Portfolio DESIGN Alternative Investment Annuities Equities Fixed Income
What We Cover
Personalized asset allocation
Risk-aligned portfolio construction
Alternative investment access

03

Wealth Transfer & Estate Planning


Building wealth is only part of the story. We help you structure and protect what you’ve built so it can pass seamlessly to the next generation — on your terms.

Services
Business Succession Planning Trust & Estate Planning Next Generation Wealth Planning
What We Cover
Wealth transfer strategies
Trust and estate document review
Planning for wealth across generations
Life, disability, and liability coverage review
Insurance gap analysis
Risk management for high net worth families
our process

Your Financial Planning Journey

Four steps from vision to lasting legacy

01
Discovery

Deep conversation about your vision, values, and goals. Review of your complete financial picture to identify what matters most to you and your family.

02
Architecture

We design a wealth protection and growth framework tailored to your situation, including advanced tax-mitigation strategies and an disciplined investment approach.

03
Activation

We bring your plan to life — coordinating with your CPA, attorney, and other advisors, implementing recommendations with precision and setting up your financial dashboard.

04
Stewardship

Your plan evolves with you. Proactive reviews adapting to life changes and markets, with quarterly themed planning covering financial, investment, protection, and tax topics.

Ongoing partnership

Your Year With Us

A quarterly rhythm to keep your plan on track

Q1

Financial Planning Review

Comprehensive review of your financial position, cash flow, and net worth. We assess progress toward your goals and adjust as needed.

Q2

Investment Strategy Review

Deep dive into portfolio performance, rebalancing needs, and market outlook. Ensuring your investments remain aligned with your objectives.

Q3

Protection & Risk Review

Evaluate insurance coverage, liability exposure, and risk management. Identifying any gaps in protecting your family and assets.

Q4

Year-End Tax Planning

Proactive tax strategies before year-end. Coordinating with your CPA on harvesting losses, charitable giving, and retirement contributions.

Always Available
Life event guidance
CPA & attorney coordination
Advanced planning specialists
Personal financial dashboard

Let’s Talk About Your
Financial Future.

The right financial partner makes all the difference. Let’s start with a conversation about where you are today, and where you want to be.

Washington D.C Office

3975 Fair Ridge Drive, Suite 315N Fairfax, VA 22033
Phone : 703-218-6700

Dallas Office

2625 N. Josey Ln. Ste102
Carrollton, TX 75007
Phone : 972-821-9726

Austin Office

36101 W Courtyard Dr. Ste 3-115
Austin, TX 78730
Phone : 908-883-3207

*Alternative investments are available only to accredited investors or qualified purchasers, who meet certain criteria such as income or net worth thresholds. Alternative investments can lose value, sometimes substantially.
**Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

Join a Mission Greater Than a Career

Build Your Practice. Grow Your Impact. Lead With Honor.

Khonor Asset brings together independent advisors who share a commitment to serving our clients with expertise and integrity. Join a growing network of professionals who are building meaningful practices — and making a lasting difference.

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