It’s our promise to be there at every turn.
Guiding you along life’s journey, wherever it may take you.

Our Promise

KIG understands that your financial plan is your plan for life. Helping protect you and your family's future is much more complex than simply managing numbers. It's about being there at every turn to guide you along life's journey. Providing the expertise, exemplary care, confidence and financial well-being you need today and creating a personal financial pathway to a better tomorrow. Working to exceed expectations at every moment in between.

That's our passion and where we excel. More importantly, it's our promise – for life.

With over 168 years of collective experience, our success lies in our team-based and time-tested approach to financial care, coupled with the firm belief that any successful plan begins with carefully listening and understanding your personal needs and goals. Your success is our success and that starts with paying our experience forward from the first appointment. It's about understanding your financial blueprint better than you could understand it yourself. As your trusted team of Financial Planners, we are collectively driven by a fiduciary commitment to deliver successful financial outcomes, driven by a passion to exceed your highest of expectations. Placing accountability above all else, and always going above and beyond. Whether advising on your everyday spending, retirement planning, investments, insurance, college savings, or any other financial need, we're committed to providing the confidence and knowledge you need to be prepared for life's uncertainties.

Servicing you with one single purpose through our promise, “Financial Care for Life.”

Ask Us Anything
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
© 2023 Kennedy Investment Group. Privacy PolicyDisclosuresFORM CRS
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.