Kennedy Wealth Management is an independent financial advisory firm that has offered our services to individuals and families in Knoxville, Tennessee since 2000. As independent consultants, we are committed to serving the best interest of our clients and never work on commission-based sales given their inherent conflict of interests.
We value the importance of knowledge, experience, and the role of the financial advisor as a fiduciary - demonstrated by our commitment in meeting and maintaining the professional standards of the Certified Financial Planners Board of Standards, Inc and our membership in the National Association of Personal Financial Advisors.
We value the importance of knowledge, experience, and the role of the financial advisor as a fiduciary - demonstrated by our commitment in meeting and maintaining the professional standards of the Certified Financial Planners Board of Standards, Inc and our membership in the National Association of Personal Financial Advisors.
Services
Derek attended the University of Virginia, where he was an All-American swimmer and earned a B.A. in Philosophy. Derek received his investment experience at the investment bank of Donaldson, Lufkin & Jenrette in New York City. As a Vice President of Institutional Equities and part of DLJ's Investment Management Group, he worked with portfolio managers and research analysts of various national banks and mutual fund companies.
More than just fancy industry jargon, Wealth Management is where the best of objective Fee-Only investment advising and ongoing financial planning meet. As independent consultants and fiduciaries rather than salespeople, we are true partners in support of your vision. The ultimate value of Wealth Management is the financial efficiency provided by an objective, committed, and ongoing approach to your personal finances.
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