Kevin Koney

CFP®, CRPC®, RICP®

Private Wealth Advisor
President
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

Multigenerational approach

Leaving a legacy is within reach through my holistic approach to multigenerational financial planning. I collaborate with clients and their families to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.

From the beginning, I establish what our clients' families value; values that are not just from a financial or business success standpoint, but also the ways in which they desire to contribute to their communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so I thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.

Proactively taking the steps now to create a family wealth financial plan can allow my clients to become active stewards of their wealth while enjoying life now and in the future.

Honored to be recognized in Financial Times

I’m proud to announce that I’m one of Financial Times 400 Top Financial Advisers for 2020. The list spotlights top advisors across the U.S., and I’m honored that Financial Times chose to recognize me. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

My videos

6 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)