Your Financial
Management Team

As a Fiduciary, we are your financial team. We work with your best interests at heart and have the experience to back it up.  Because at the end of the day, we work for you, not Wall Street.

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Brandon Kennedy: Your Personal Financial Planner.

Brandon has a passion for helping families make smart decisions about their money.

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Steven Fronrath: Director of Client Relations.

Steven is dedicated to educating people on how to make sense of their personal finances and create a game plan for how to win with money.

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Nicole Barg: Administrative Assistant.

Nicole will typically be the first voice that you’ll hear on the phone and works with our clients on the administrative functions to keep accounts and other requests in order and processed in a timely manner.

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How We Manage Your Money

We take your money seriously. Here is how and why.


Flexibility

We use a variety of investment strategies and have the ability to use multiple managers without any product sales quotas or revenue sharing arrangements.

Transparency

Working for you, not Wall Street. Fiduciary asset management for a transparent, fee-based model of 1% / year that is free of any commissions and sales loads.

Research

We use a variety of investment strategies and have the ability to use multiple managers without any product sales quotas or revenue sharing arrangements.

Proactive

Working for you, not Wall Street. Fiduciary asset management for a transparent, fee-based model of 1% / year that is free of any commissions and sales loads.

Helping You Achieve Your Goals

Interested in working with Kennedy Financial? Schedule a call with us today. The first meeting is free of charge -- just an honest conversation about your experiences with money, insight on your short term and long term goals and some information on your current portfolio.

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