Heartwood Financial Group
Build Wealth Designed to Last.
And a Life Worth Living.
Money creates options. Health gives you the capacity to explore them. A meaningful plan needs both.
A framework for living Fit & Funded
Fit & Funded is the belief that guides our work. The Heartwood Pulse helps reveal the gaps. The ROOTS Process is the work of closing them, with a plan built around your whole life.
Fit & Funded
Financial freedom and physical vitality, planned for together, because what is the point of one without the other?
The Heartwood Pulse
15 questions, 5 minutes. A snapshot across five financial rings, and an honest read on where to focus first. No pitch. Just pursuit of clarity.
The ROOTS Process
Five coordinated steps, Reveal, Orient, Organize, Translate, Strengthen, that turn your snapshot into a plan and your plan into a life. Built around you, not a template.
“We start with your full picture, then build a plan that helps connect your wealth, your health, and the life you want to live.”
Kevin Braddock
We work with families who think long-term.
Different stages. Same values: transparency, long-term thinking, and a plan that holds.
Pre-Retirees & Retirees
Turn the transition into retirement into a coordinated plan for income, taxes, healthcare, and legacy.
Owners & Executives
Bring business decisions and personal financial life into the same plan.
Accumulators & Young Families
Build the habits and structure that can create long-term options.
Not sure if you’re a fit? Let’s find out. We’ll tell you honestly whether we can help.
Built by a family of business owners.
Kevin grew up in a family where everyone owned something, his mother ran a children’s clothing store for 35 years, his grandfather had a gas station for 40, his uncle still runs a surf shop going on 50. That mentality is in the DNA.
After starting at Edward Jones in 2009, Kevin co-founded Grand Oak Wealth Management, then launched Heartwood Financial Group in 2021 for one reason: complete autonomy to serve clients his way. Today Heartwood is at &Partners, a boutique firm where advisors are actual partners, not employees.
Kevin Braddock
Founder & Wealth Advisor · &Partners · Series 7 & 66 · Fiduciary
Where health meets wealth.
Perspectives on the intersection of physical and financial performance. The same discipline that can build a strong body builds a strong balance sheet.
