Financial planning isn’t just about numbers—it’s about securing your future and ensuring the people you care about are taken care of. I’m
Kevin Kelly, Managing Partner at Legacy Capital Advisors, LLC, and I’ve spent my career helping individuals and families achieve financial security and peace of mind. My approach goes beyond investments; I focus on personalized strategies that build wealth, minimize risk, and create lasting legacies.
A Holistic Approach to Financial Planning
A solid financial plan requires a balance of investment management, tax strategies, insurance, and estate planning. I work closely with my clients to create customized solutions that align with their unique goals. Whether it’s building tax-efficient investment portfolios, protecting assets through insurance, or structuring estate plans, my mission is to provide a clear and comprehensive financial roadmap.
Expertise in Wealth and Legacy Management
With years of experience in financial planning, I understand the complexities of managing wealth. My FINRA registrations Series 7 and Series 66, along with licenses in Life, Health, Disability, and Long-Term Care insurance, enable me to offer a full spectrum of financial services. My goal is to ensure that your wealth is preserved and transferred efficiently, so your family’s future remains secure.
A Commitment to Your Financial Success
I believe financial success is about more than just accumulating wealth—it’s about making informed decisions that align with your values and aspirations. My background in financial advising and military leadership has shaped my disciplined, client-focused approach. Let’s work together to build a financial strategy that supports your long-term success and the legacy you want to leave behind.
