Skip to main content

Our financial advice team


Kevin Toler

Kevin Toler

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Kevin Toler & Associates
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 25 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies

Interests

I enjoy traveling, local cuisine, live music, and spending time with my son, Arden, and my daughter, Celia.

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2020
  • Forbes Best-in-State Wealth Advisors, 2021
  • Kevin Toler & Associates, West Michigan's Best & Brightest Companies To Work For, 2020-2021

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS , Political Science, DePauw University, Greencastle, IN
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • Fundraiser for Gilda's Club Grand Rapids, YWCA, and Degage Ministries
  • Volunteer for Kid's Food Basket
  • Spectrum Health Hospice Ethics Committee
  • Chair of East Congregational Church Endowment Fund