Unparalleled Service Excellence
in the Financial Planning Industry
Established in 2004, Kennedy Investment Group was founded on an ambitious vision of bridging contemporary and innovative financial planning and wealth management solutions with the very best in personal care. To this day, our success and that of our clients continues to be driven through this vision and our collaborative, holistic and team-based approach to financial planning.
An Enterprise Ensemble of Experience, Specialized Care and Proven Solutions
As a financial planning and wealth management group, we understand the important role financial planning plays in achieving your short and long-term goals. Your financial journey will include some important decisions that will require a broad range of expertise and a multi-disciplined approach to your personal planning. At Kennedy Investment Group, you get much more than a financial advisor. Our clients are supported by a team of seasoned professionals that are collectively committed to intimately understanding your financial blueprint and delivering professional advice across a wide range of specialties. As part of the KIG family, you will enjoy the benefits and support of experienced Financial Planners, Financial Analysts, Insurance Specialists and goal planning professionals, each dedicated to providing exemplary care and backed by the industry’s best financial services and solutions. At KIG, our clients are our only meaningful purpose and drive everything we do. When you work with one of us, you get the best of all of us.