A complete list of active advisors currently associated with Kennedy Wealth Management, LLC

Warmer can help you find a great advisor at Kennedy Wealth Management, LLC or one who fits your needs even better.

Kennedy Wealth Management, LLC provides fee‑based financial planning and consulting to individual and high‑net‑worth clients, covering areas such as cash‑flow, tax and estate planning, retirement planning, education funding, and investment advice. The firm does not custody or directly supervise client investment accounts; instead it prepares evaluations (net worth statements, risk analyses) and refers clients to third‑party money managers for portfolio management. The firm’s advice is client‑specific and documented through investment policy statements and periodic reviews, and its analytical methods may include fundamental, technical, and cyclical analysis depending on client objectives. Kennedy Wealth Management also conducts public seminars and workshops for investor education and assists clients with account openings and transfers, while explicitly declining discretionary trading authority over client accounts. Noteworthy aspects include formal referral agreements with registered third‑party money managers and an affiliated insurance business operated by the firm’s managing member, a relationship the brochure discloses as a potential conflict of interest. Unlike many peers, the firm itself does not manage client assets or rely on percentage‑of‑assets fees, instead delivering planning on a fixed or hourly basis and receiving a portion of advisory fees through its third‑party manager relationships.

To learn more about the advisors currently working at Kennedy Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.