A complete list of active advisors currently associated with Kenney Wealth Planning & Management

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

Kenney Wealth Planning & Management provides portfolio management and financial planning services to individual and high‑net‑worth clients, documenting client goals and risk tolerances in individualized investment policy statements and offering both discretionary and non‑discretionary management. The firm also offers tax‑aware services such as direct indexing/tax‑loss harvesting and implements hedging strategies for some clients. The adviser’s approach combines fundamental analysis, modern portfolio theory, and quantitative methods to build diversified, long‑term, tax‑efficient portfolios, with use of dividend‑growth funds and investments from Dimensional Fund Advisors where appropriate. Portfolios are rebalanced annually or as needed and financial planning covers topics such as retirement, tax, insurance, and college planning. Distinctive aspects for a solo independent adviser include a stated $500,000 account minimum (waivable) and an explicit use of direct indexing and hedging, services less common among firms of this size. The brochure discloses quarterly billing with credit card acceptance, a policy of not aggregating trades for multiple client accounts (which can affect execution/pricing), and a disclosed non‑compensated referral relationship with a law firm where a spouse is employed.

To learn more about the advisors currently working at Kenney Wealth Planning & 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.