Our Story

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.

A picture of Kevin Braddock of Heartwood Financial Group, on his deck working on clients' financial framework, doing right by his clients at all times.
A happy family on a walk by a lake, illustrating the point that that Heartwood Financial Group is by your side every step of the way.

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 fiduciary for Advisory clients, Kevin remains committed to serving in his clients’ best interests.

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Let us help you take control of your financial life. Get in touch with us to arrange your complimentary meeting.

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