Brian Duerson is the founder of K2 Wealth Management, and Head of Investment Strategy and Planning at K2 Tax Group. He holds a masters degree in finance from Johns Hopkins University and undergraduate degrees in Business and Entrepreneurship. As a licensed investment adviser and experienced financial planner, Brian specializes in portfolio construction, tax-aware retirement strategy, and personalized cash flow planning.
Brian leads the firm’s investment approach and helps clients align their wealth with their values. He works closely with Dan to deliver afully integrated client experience — one that combines proactive tax strategywith disciplined, long-term investment management. Brian also plays a key role in building out the firm’s advisor platform and operational infrastructure, ensuring K2 remains both scalable and deeply personal in its service.
He lives in South Carolina with his wife Vanessa and their three sons: Titan, Zion, and Rafa. He enjoys building side businesses with his sons and trying new recipes with the latest kitchen gadget. He’s passionate about helping families build wealth with clarity and purpose, and is quietly working to make K2 a national model for tax-integrated, values-based wealth management.
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