In a business the results are based on profitability.
In a profession the results are based on client outcomes.

Our Clients

Corporate Executives

As a successful corporate executive, the majority of your time is dedicated to growing the wealth and assets for your company. It is essential to find a wealth management company who can provide the same level of dedication to your financial needs as you've given to your company and career.

At KIG, we are dedicated to addressing your unique financial planning needs and challenges. Whether concentrated stock, stock options, qualified and non-qualified deferred compensation, or any other need, we will build a clearly defined plan that parallels your distinctive career life cycle. We review your entire financial picture, including all corporate benefits that may be available to you. Our goal is to provide successful executives confidence that their plan is managed and monitored by a team of qualified professionals.

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New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 5426 York Road, P.O. Box 779, 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.