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Bethany Wellsvia Google

5 months ago

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to handle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

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Sean Pegadovia Google

6 months ago

Kevin was responsive, considerate, and very knowledgeable. He helped me understand my options and plan with confidence, and I now feel much more in control of my financial future thanks to his guidance.

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Zainab Mudallalvia Google

10 months ago

I've been working with Kevin for the past few months, and I can confidently say he's made a huge difference in my financial life. Whether it was navigating unemployment, setting up IRAs, budgeting, or making smart investment choices, he's been there every step of the way. What I appreciate most is that I never feel judged—he’s great at gut-checking my financial decisions and explaining things in a way that actually makes sense. As someone who's trying to become more financially literate, that clarity and patience mean a lot. He really listens and works with you to achieve your personal goals, not just some generic plan. I feel more in control and confident about my finances now thanks to his guidance.

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Julia Hopfingervia Google

over 1 year ago

It has been so helpful to work with Kevin these past couple of months! When my husband and I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

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Nina Santiagovia Google

over 1 year ago

My husband and I started working with Kevin this past year, and his guidance has greatly improved our peace of mind as we plan for the future of our young family.  He has provided the perfect balance of ensuring that we complete tasks that further our financial health at a good pace without our being stressed by doing so.  He is highly communicative, and very helpfully frames and contextualizes issues for us when we're considering a financial decision.  I would highly recommend Kevin not only to millennials but also to working parents trying to plan out their finances with young kids in mind.