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 Forbes

We’re proud that Kevin Koney has been named to the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019. The list spotlights advisors who represent the future of the wealth management industry and Kevin is honored to be included as he truly enjoys helping his clients achieve their financial goals. Thank you to our clients for your trust and the continued opportunity to work with you.

Our videos

13 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.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)