Koney Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

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

Our approach

Koney Wealth Advisors - Our approach photo

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Koney Wealth Advisors - Our approach photo

Honored to be recognized in Financial Times

We’re excited to announce that Financial Times named Kevin Koney one of their 400 Top Financial Advisers for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Kevin to help our clients achieve their financial goals. All of us at Koney Wealth Advisors would like to thank our clients for their trust, which made this recognition possible.

Our videos

8 videos

The Ameriprise difference

Ask us 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.

view commentary
 

Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)