The tremendous sacrifices, made by business
owners, should pave a path toward freedom.

Our Clients

Business Owners

Most business owners exhaust their time working long hours to make their business successful. We take the time to work with you on your business including goal planning, business continuation, succession planning, retirement planning and more. We will work closely with your tax and legal professionals to construct and monitor all aspects of your business plan. We will establish a team of financial professionals who will provide concrete solutions for your evolving business.

Only business owners understand the complexities of managing a business and maintaining a balanced life. Your personal and business wealth management needs are interconnected, and in order to thrive – both personally and professionally – the plan must include levels of mutual accountability.

We tailor solutions to each stage of your personal and business development goals and design a comprehensive wealth management solution that integrates seamlessly with both.

Ask Us Anything
New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 426 York Road, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
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Kennedy Investment Group, Inc. ("KIG") is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. KIG provides investment advisory and related services for clients nationally. KIG will maintain all applicable registration and licenses as required by the various states in which KIG conducts business, as applicable. KIG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.