More Than Your Advisor

Your advocate and friend.

Kevin Braddock strives to be more than a financial advisor to his clients. As an advocate and reliable friend, he gets to know his clients on a deeply personal level, so he is best prepared to help guide them through any financial challenges they may face with experience and empathy.


Craftsmanship and Caring

“I always want to do right by my clients in everything I do—at all times.”

Through market swings and the chaos from the nightly news, you can rely on Kevin Braddock’s steady hand to skillfully construct your financial framework and steer you in the appopriate direction to help protect your dreams. He seeks to help you sleep well at night.

Meet Kevin

By Your Side Every Step of the Way

Growing up, Kevin’s family worked with a financial advisor who became an integral part of his family’s life. Their advisor was by their side for every significant moment, celebrating holidays, family gatherings, and financial milestones. Today, Kevin brings this same level of passion, guidance, and devotion to his clients.


We Inherited Our Client-Centric Philosophy

Kevin Braddock comes from a long line of family-run business owners. He grew up understanding the importance of genuine, personal relationships and always putting the client first. Today, as an independent advisor and financial fiduciary, Kevin remains committed to serving in his clients’ best interests.