“Kevin has all the qualifications I was looking for in a financial advisor. He is fee-only, independent, a fiduciary and a CFP. I appreciate his flexible fee options – you can pay by the hour and use him as much or little as you need or you can let him manage your portfolio and take care of everything. I thought the financial plan he provided us was very thorough, personalized and appropriate for our needs. He is easy to work with completely responsive to your needs and desires. I feel lucky to have found him and have recommended him to family and friends.“
