Thomas Kenney is a seasoned financial advisor based in Marion, OH, with 19 years of experience in providing personalized financial advice to help clients achieve their financial goals. Specializing in wealth preservation, retirement planning, and business retirement plans, Thomas Kenney holds prestigious qualifications including CFP® CERTIFIED FINANCIAL PLANNER™, CRPS™ Chartered Retirement Plans Specialist™, and CRPC™ Chartered Retirement Planning Counselor™.
With a focus on delivering tailored financial solutions, Thomas Kenney offers 1:1 advice tailored to individual goals and needs. Clients can expect personalized recommendations for diversified portfolios and strategies to mitigate uncertainties. Regular progress reviews and anytime access to investments and digital tools ensure clients stay on track towards their financial objectives.
Thomas Kenney's expertise is underpinned by a range of industry-recognized qualifications such as AAMS™ Accredited Asset Management Specialist™, APMA™ Accredited Portfolio Management Advisor™, and AWMA™ Accredited Wealth Management Advisor™. Through continuous professional development and adherence to ethical standards, Thomas Kenney remains dedicated to providing comprehensive financial planning services to help clients navigate their financial journeys.
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