Broker Check
Kevin McCoy II, CFP®

Kevin McCoy II, CFP®

President

Kevin is a native Houstonian who brings 22 years of experience as a Wealth Adviser into every client relationship. He attended Southwest Texas State University and earned a degree in Finance in 2002. Kevin, his wife, and son call The Woodlands, Spring, and the Houston area home.

Kevin is a CERTIFIED FINANCIAL PLANNER™ who experienced success and became a top producing adviser while working for the institutions he partnered with. Before starting his own practice, he spent the prior 10 years as a Wealth Adviser providing advice and guidance to individuals and families through the bank and local credit union channel. Kevin knew he could provide clients and individuals with the proper independent solutions they need that would serve their best interests. Thus, he decided to transition his practice to a fully independent, privately held Wealth Advisory firm providing comprehensive Wealth Management advice to legal professionals, working investors, and their families. Kevin specializes in two areas, designing, implementing, and monitoring investment plans for retirement, and assisting clients with efficiently managing large cash balances by utilizing medium term solutions.