Brian Duerson is the founder of K2 Wealth Management and Head of Investment Strategy and Planning at K2 Tax Group. He holds a Master’s degree in Finance from Johns Hopkins University and an undergraduate degree in Business and Entrepreneurship from BYU-Idaho.

As a licensed investment adviser, Brian specializes in portfolio construction, tax-aware retirement planning, and personalized cash flow strategies. While many financial advisors operate in silos, Brian partners closely with K2 Tax Group to create something different: a seamless client experience where investment decisions and tax planning work together. This integrated approach helps clients keep more of what they earn while building wealth that aligns with their values.

Brian leads the firm’s investment strategy while also building out K2’s platform and operational infrastructure. He’s passionate about helping families gain clarity around their financial future and is quietly working to make K2 a national model for tax-integrated, values-based wealth management that remains both scalable and deeply personal.

When he’s not working with clients, you’ll find Brian at home in South Carolina with his wife Vanessa and their three sons: Titan, Zion, and Rafa. He loves experimenting with new recipes in the kitchen and building side businesses with his boys because the best financial lessons often happen around the dinner table.

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