Real-life perspective for comprehensive
individualized financial planning

The Kinney Group delivers you customized financial solutions and professional services in a highly personal manner. We make the sophisticated approaches used by institutions and ultra-high-net-worth individuals available to real people. Our goal is to bring order to your broad and complex wealth management needs.

You’ve worked hard to get to where you are today. At the Kinney Group, we focus on all the challenges of your financial life and work just as hard to protect and preserve all that you have built.

We are problem-solvers, uniquely equipped to see opportunity in an uncertain world and to assume a leadership role among your advisors. We leverage our longstanding relationships with a large network of professional resources and our extensive experience to bring you the perspective and leadership you need for creative wealth management solutions.

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