Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, announced it has acquired L.M. Kohn & Co., a hybrid registered investment adviser (RIA) headquartered in Cincinnati, Ohio. The firm, comprising 23 employees, oversees more than $2.2 billion in client assets and is led by Larry Kohn, founder and CEO.
Founded in 1990, L.M. Kohn serves individual investors and financial professionals with a commitment to fiduciary care, transparency and long-term relationships. The firm specializes in financial planning and small business benefits consulting. Outside of its Cincinnati headquarters, L.M. Kohn operates five additional offices across Georgia, Iowa and Michigan.
The acquisition of L.M. Kohn closed on Dec. 6, 2025. ECHELON Partners served as the exclusive financial adviser to L.M. Kohn in this transaction.