Knotts Advisory Group
Helping successful people make better financial decisions.
Strategic advice for business owners, entrepreneurs, investors, and families navigating life’s most important financial decisions.
At Knotts Advisory Group, we believe the best financial decisions are made before the paperwork begins.
We work with entrepreneurs, business owners, executives, investors, and affluent families who need thoughtful advice—not just another opinion. Whether you’re buying a business, planning for retirement, investing in real estate, restructuring your company, or preparing for a major life transition, we help you understand the financial, tax, and strategic implications before you move forward.
Because the right advice at the right time can change everything.
What We Help You Achieve
Helping You Achieve Better Outcomes
Preserve More of What You Earn
Strategic Tax Planning
Tax strategy should support your goals—not simply report the past. We help clients proactively minimize taxes, structure transactions intelligently, and identify opportunities that protect and grow long-term wealth.
Build a Stronger Business
Virtual CFO & Business Advisory
Executive financial leadership without the cost of a full-time CFO. We partner with growing businesses to improve financial reporting, cash flow, profitability, budgeting, forecasting, and strategic decision-making.
Protect Family Wealth
Private Wealth Coordination
Successful families often have multiple trusted professionals. We work collaboratively with attorneys, CPAs, investment advisors, bankers, insurance professionals, and family members to help ensure every piece of the financial picture works together.
Make Better Real Estate Decisions
Luxury Real Estate Advisory
Real estate decisions rarely stand alone. We help clients evaluate acquisitions, dispositions, ownership structures, financing strategies, and tax implications before making significant real estate investments.
Who We Serve
Built for people who value clarity
Business Owners & Entrepreneurs
- Growing companies
- Founders
- Family Businesses
Private Clients
- Executives
- Professionals
- High-Net-Worth Families
Real Estate Investors
- Acquisitions & dispositions
- Ownership structures
- Portfolio strategy
Our Philosophy
Advice Should Create Confidence.
We ask better questions.
The right question often reveals more than the right answer. We start by listening.
We simplify complexity.
Financial decisions can feel overwhelming. Our job is to make them clear, calm, and actionable.
We help clients see the bigger picture.
Every decision connects to a larger story. We help you read it before you write the next chapter.
Why Clients Trust Us
Experience, perspective, and a commitment to what matters.
Nearly 30 years of trusted advisory experience
Personalized relationships—not high-volume service
Integrated tax, business, financial, and real estate perspective
Entrepreneurial experience from building businesses firsthand
Executive-level insight through Virtual CFO services
Practical advice grounded in real-world experience
About Kim
Kim Knotts, MST, EA
Founder | Strategic Business & Tax Advisor
“Great advice isn’t about having all the answers. It’s about helping clients ask the right questions before making their biggest decisions.”
Kim Knotts has spent nearly three decades advising business owners, entrepreneurs, and affluent families through complex financial decisions involving tax strategy, business growth, real estate, and wealth preservation.
As the founder of a successful tax advisory practice, Registered Investment Advisor, and Virtual CFO, she has built her career helping clients navigate the moments that shape long-term financial outcomes.
Kim is currently completing her Juris Doctor, expanding her expertise in business law and governance—an added strength that reflects her belief that exceptional advisors never stop learning.
Start the Conversation
Ready to make your biggest financial decisions with confidence?
The right advice at the right time can change everything. Let’s begin with a private conversation about what’s next for you, your family, or your business.