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Kevin D

Series 63, Series 66

Hampton, NH

KD Wealth Management LLC

Kevin Delaney is a financial advisor with KD Wealth Management LLC in Hampton, NH. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to founding KD Wealth Management in 2020, he worked at Apollo Financial Group and Fidelity Investments. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers services including third-party manager selection and portfolio supervision.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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