“I specialize in the design and implementation of strategies that manage personal wealth. Over the past 30 years, I’ve developed deep, consultative relationships with my clients and helped them make sound financial decisions consistent with their risk tolerance, investment timeline, and goals.
I have always put the interests of my clients first. And as an Independent Financial Advisor with complete transparency, I am able to work with my clients to help create a customized plan to help achieve key financial goals such as wealth accumulation during your working years, security and independence in your retirement, and the efficient transfer of your accumulated wealth to your loved ones.”
As an Independent Advisor/Partner of Delphi Wealth Management Group, Kevin is able to assist his clients with asset management, retirement planning, estate planning, and wealth preservation. He is a graduate of Widener University and was named one of the Top 100 Investment Consultants 10 times by Bank Investment Consultant magazine. Kevin is also Philadelphia magazine’s Five Star Award Winner**, 2012 – 2017.
Kevin resides in West Chester, Pennsylvania. Kevin is a board member of the Chester County Food Bank.
Awards and Recognition
Named one of the Top 50 Investment Consultants in 2006, 2008, 2010 – 2016, and Top 100 Investment Consultant in 2016 by Bank Investment Consultant magazine**
Philadelphia magazine’s Five Star Award Winner, 2012 – 2017***
Securities Licensed in the following states: California, Colorado, Delaware, Florida, Georgia, Hawaii, Maine, Maryland, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia.
**Based on composite score of AUM, production and fee business. For more information see http://bit.ly/2hqSBZO
***The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc