Your trusted partner for every financial decision • Serving Montgomery County, PA & Nationwide
I’m Kevin Belskie, CFP®, an independent, fee-based financial advisor serving families and professionals throughout Montgomery County and the Main Line. Pick your town below, or simply book a no-cost consultation — meetings are in person locally or by video anywhere.
You pay me, not a product. Fees are transparent and agreed up front.
In person across your town, or by video anywhere in the country.
Eleven towns across Montgomery County and the Main Line, each with a page of its own. Pick yours to see how the work looks where you live.
Riverfront professionals, equity compensation and first homes.
Commuter and corporate families along the Blue Route.
The county seat, and the households who keep it running.
Corporate careers, employee benefits and stock plans.
Established families and pre-retirees weighing the runway.
Whitemarsh households planning the next chapter.
Main Line professionals a few minutes from the city.
Growing families along the Lancaster Avenue corridor.
Radnor and the western Main Line.
Long-horizon wealth and multigenerational planning.
Lower Providence and the Route 422 corridor.
Whatever your town, the work is the same: fiduciary, fee-based planning that brings your whole financial life together. Explore the full services and FAQs, or start with a conversation.
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.
The questions people ask before we ever sit down. Read the full list on the FAQs page.
Book a no-cost consultation. We will meet, talk through where you are, and see if we are a good fit. In person across Montgomery County and the Main Line, or by video anywhere.
