Your trusted partner for every financial decision • Serving Montgomery County, PA & Nationwide
From retirement income and tax planning to investments and legacy, the work here is helping Wayne households steward what they have built with a steady, long-term approach. Fiduciary, fee-only, and always in plain language. As a fee-only fiduciary, I am held to the CFP® Board’s standards, and you can verify my certification anytime at cfp.net.
Wayne is the archetypal Main Line town, and many of our Wayne clients are within a decade of full retirement with substantial wealth across 401(k), IRA, taxable brokerage, and often concentrated employer stock. The Wayne planning conversation is unusually rich because so many households here have optionality — the choice of when to retire, whether to keep board seats or consulting income, and how to sequence charitable giving. Vanguard alumni and current employees find this a specific area of expertise given Kevin’s seven-year tenure there.
Every engagement is the same independent, fee-only work, available to households across Montgomery County and the Main Line, with no commissions and no product sales. Whether you want a one-time comprehensive plan, ongoing wealth management, or hourly guidance, the advice is built entirely around your life. You can verify my CFP® certification directly with the CFP® Board.
Income, timing and a runway you can count on.
A portfolio built around your goals, not a model.
Coordinating your whole tax picture (I am not a tax preparer).
Making sure what you build passes the way you intend.
Funding education without derailing retirement.
Timing and employer benefits worth thousands.
Ask it directly. No cost, no pressure, and no obligation to go further.
Book a no-cost consultation. We will meet, talk through where you are, and see if we are a good fit. No pressure either way.
