Koney Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • 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
  • Current market conditions

    Get the latest market and economic insights from Ameriprise experts
    Read more

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

Our approach

Welcome to Koney Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. We understand the demands and stress that come along with accumulating, managing and distributing your wealth. We specialize in recreating your retirement paycheck through a comprehensive approach to financial planning. Our passion is to help simplify your financial life so you can focus on what’s more important, like spending time with family and friends and working towards your personal goals. Our team works to build an open and honest relationship with you so you understand how your finances align with your goals. We help prepare you for unexpected events and plan for your future. Our goal is for you to have the trust and confidence that our team is working in your best interest. We truly want to make a meaningful difference in your life.

Because we work as a team, our practice offers a wide range of knowledge and experience. You will build a personal relationship with our advisors while benefiting from behind the scenes collaboration to ensure we are exploring all options that may benefit you. Our team also knows the importance of ongoing education to stay current with the advancements in our industry so we can offer you the most appropriate solutions to progress towards your goals. We have the knowledge, experience, tools and resources to provide you with a comprehensive, full-service financial planning experience.

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.

The Ameriprise difference

most trusted1
in customer loyalty2
in customer service3

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  

2019 market outlook

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)