Kennedy Wealth Management, LLC / Financial Advisor in Knoxville, Tennessee

Derek Kennedy, CFP
Kennedy Wealth Management offers a broad range of expertise and customized services including financial planning, investment management, and wealth management. Our clients cross the entire spectrum from Retirees/Near-Retirees seeking a solid game plan for retirement, to young families who are just starting to organize their finances with an eye to the future. We do not have any required minimums for financial planning services.Boomers appreciate working with a firm that provides the detailed analysis and advice that they need, alongside the relaxed and collaborative relationship that they want - a relationship that is based on a Fiduciary and Fee-Only service structure that eliminates the tension that exists with advisors that sell investment or insurance products. Gen X and Y appreciate that we are one of a very limited number of experienced firms that actively seek working with clients in their age group.

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