Kernodle and Katon

Your personal CFO

Soup to nuts. Dinner to daycare. Let us manage your financial life from beginning to end.

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Kernodle & Katon is your personal Chief Financial Officer

We know managing day-to-day financial decisions is tough. And who has time to think about retirement? We're here to take all of that off your plate.

Kernodle and Katon Portfolio

TAX PREPARATION

We prepare your tax return taking extra care to review all areas of spending to make sure there aren't more return opportunities.

FAMILY BUDGETING

Spend money knowing that someone is there to guide your decisions. Want to go on vacation? Or buy a special gift? We can get you there with slight adjustments to your spending each month.

RETIREMENT PLANNING

Achieving financial independence is everyone's dream. You don't need a million dollars ready to invest, we can get you there by managing your day-to-day financial life now.

Small Business Structure

Preparing your own business tax return can be daunting. We can work with you right from the start to make sure your business is set up for success.

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MEET JEFF & BEN

OUR TEAM BRINGS A COMBINED TOTAL OF 100+ YEARS OF FINANCIAL EXPERIENCE.

Think of us as your nerdy friends with a penchant for numbers.

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Jeff Kernodle Senior Partner
Ben Katon Senior Partner

Our goal is to take away financial anxiety.

Jeff Kernodle Senior Partner

We've built our business on helping clients understand the bigger picture of their financial life.

Ben Katon Senior Partner