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

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

Kennedy Wealth Management, LLC is a fee-only, state-registered investment adviser that provides financial planning, investment management, and wealth management to individuals, trusts, businesses, and sponsors of pension and profit‑sharing plans. Its services include stand‑alone investment management, ongoing wealth management that combines an investment policy statement with financial planning, and retirement plan advisory work for plan sponsors. The firm typically constructs diversified portfolios using an investment policy statement and principles of Modern Portfolio Theory, favoring cost‑efficient, passively managed index funds when feasible and performing periodic rebalancing and reviews. Investment management is generally provided on a discretionary basis for accounts held at selected custodians, while financial planning is offered either as limited engagements or as an ongoing component of wealth management. Notably for a single‑advisor independent firm, Kennedy explicitly provides pension consulting and ERISA‑focused retirement plan advisory services that include plan design, investment selection and monitoring, and assistance with fiduciary responsibilities. The firm also conducts educational seminars and speaking engagements — including employee education events for plan sponsors — which the brochure describes as educational in nature and sometimes offered on a paid, sponsored, or pro bono basis.

To learn more about the advisors currently working at Kennedy Wealth Management, 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.