A complete list of active advisors currently associated with Kennon Financial

Warmer can help you find a great advisor at Kennon Financial or one who fits your needs even better.

Kennon Financial provides fee-based, discretionary investment advisory services to individual clients, including both high‑net‑worth and non‑HNW individuals, and tailors portfolios through client meetings without a stated account minimum. The firm implements custom portfolio management primarily using exchange‑traded funds to align with each client’s objectives. The adviser pursues a tactical allocation approach intended to reduce risk and seek improved performance, frequently using ETFs and occasionally holding cash positions as hedges or adjusting sector weightings for dividend potential. Kennon employs fundamental, technical and cyclical analysis and typically implements a long‑term purchase strategy while reviewing accounts quarterly or as market conditions warrant. Kennon manages roughly $306 million in discretionary assets for about 741 clients with a relatively small advisory staff, resulting in an unusually high amount of assets and client relationships per advisor compared with peers. Its investment adviser representatives are also licensed insurance agents and may sell insurance products for commissions—a relationship the brochure discloses as a potential conflict of interest and notes could represent a substantial portion of firm revenues.

To learn more about the advisors currently working at Kennon Financial, 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.