Team profile

What you can expect when you work with us

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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Charitable Giving

Awards & recognition

  • Koney Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Kevin Koney, Financial Times 400 Top Financial Advisers, 2020
  • Kevin Koney, Ameriprise Circle of Success, 2018-2021
  • Kevin Koney, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Kevin Koney, Forbes Top Next-Generation Wealth Advisors, 2021
  • Kevin Koney, Forbes Best-in-State Wealth Advisors, 2019-2020
  • Kevin Koney, Five Star Wealth Manager, 2016, 2021

Community participation

Koney Wealth Advisors 'Give Back':

This year Koney Wealth Advisors are partnering with NAWS of Mokena, IL. NAWS is a south suburban animal welfare organization that focuses on rescuing animals and finding their forever loving home. To show our support for this organization we are collecting blankets, towels, leashes, collars, toys and more to donate to help our furry friends in need.

If you are interested in supporting this cause, feel free to drop off your donations at our Orland Park office.