Kimery Wealth Management Launches as Privately-Owned Independent Financial Advisory Firm
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"Our team has spent decades earning the trust of our clients, and recognized that in order to maintain that trust we needed to evolve into a fully transparent, independent financial advisory business," said Kimery, President and Founder of Kimery Wealth Management. "Now operating as a privately owned, independent entity, we are best equipped to maintain our focus on each individual client and their unique needs."
Over the past decade, there has been a significant increase in advisors leaving brokerage firms to offer independent advice through their own entrepreneurial practices as business owners. The move allows independent advisors to enhance their technology capabilities, investing options, access to research, and performance reporting tools.
Heffington adds: "We treat each client as the unique individual or entity that they are, and are proud to be establishing a firm that will serve their financial and emotional needs in line with our guiding principles. In our view, the independent platform approach to wealth management is substantially more comprehensive across a family's entire balance sheet. Our entire team is comprised of outstanding human beings who are 100% engaged in making a difference in people's lives - we're doing this together and could not be more excited for the journey ahead."
Prior to joining
Heffington joined the
For more information, visit kimerywealth.com.
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Keywords for this news article include: Finance and Investment, Investment and Finance, Kimery Wealth Management.
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