Tailored Financial Consulting

Tailored Financial Consulting & Education

Kenwick Wealth advisors provide full-service financial consulting and wealth management

Not your typical "Financial Advisors"

Kenwick Wealth is an independent wealth management firm that takes a different approach to financial advice.

Instead of pushing cookie-cutter solutions, we take the time to listen to your unique goals and financial objectives to provide tailored guidance.

We prioritize transparency, simplicity, and accessibility.

More About Us

On-Going Advice

Your partner for personalized advice. Think of us as your "personal CFO" that educates you along the way.

Independent

We aren't tied to traditional financial institutions that sell you on products you don't need.

Modern

Modern approach to wealth management, mobile app, and optional virtual meetings

Fiduciary

Your best interest is our only interest, not commissions and sales quotas.

Our Solutions

Simplified Financial Consulting

Kenwick Wealth partners with LPL Financial & Right Capital to deliver a financial planning solution that simplifies the complexity.

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Retirement

Build a retirement strategy that is sure to keep you excited for what’s to come.

Blog

Tax Strategy

Tax implications of your investments.

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Estate

Secure your legacy for future generations.

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Financial Consulting

Our advisors offer full service financial planning and advice.

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Small Business

Poise your business for growth

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Lifestyle

Strike the balance between work and leisure.

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Mike Binz

Financial Planner, CFP

859-351-1106

mike.binz@lpl.com

Raymond Borja

Financial Advisor, AWMA

859-556-9912

raymond.borja@lpl.com

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