A complete list of active advisors currently associated with Red Kennedy Financial

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

Red Kennedy Financial provides personalized, fee‑only financial planning and advisory services to individuals, families, and small businesses, and also offers pension consulting and 401(k) fiduciary advisory services for employer plans. Services include comprehensive written financial plans, retirement and tax planning, investment advice, and separate tax‑return preparation engagements. The firm delivers detailed written plans and periodic reviews while clients retain custody and implement recommended actions; it does not accept discretionary trading authority or act as a custodian. Investment advice emphasizes a globally diversified, passive index approach using no‑load or low‑cost mutual funds and ETFs, with recommendations tailored to each client’s stated objectives. Notable distinctions include a billing model focused on flat fees and retainers rather than the more common percentage‑of‑AUM structure, and a practice model that is primarily non‑discretionary — both of which are uncommon among independent advisers. The firm also explicitly provides pension consulting and a 401(k) fiduciary service with participant access and a focus on low‑cost index options, and holds affiliations with fee‑only planning networks and CFP coursework credentials.

To learn more about the advisors currently working at Red Kennedy 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.