Kevin  Byrne

Kevin Byrne

| CFP®, MS

Byrne & Company Wealth Management, LLC

(360) 338-0645

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Fee-Only Financial Planner serving the Olympia, WA area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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611 Columbia Street NW, #2D
Olympia, WA 98501

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Kevin Byrne is a Olympia, WA Fee-Only Financial Planner serving Olympia and all surrounding areas. Byrne & Company Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kevin Byrne is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Kevin Byrne is the founding member and President of Byrne & Company Wealth Management, LLC and has over fifteen years of experience in portfolio management and financial planning. He is committed and passionate about helping people navigate complex financial markets and providing them with a complete understanding of their financial plan. Kevin loves the process of educating, informing, and guiding decision making as global financial markets and his clients change.

Prior to founding Byrne & Company Wealth Management, LLC he spent ten years at Smith Barney helping clients pursue their desired lifestyle by creating customized financial plans and managing assets as lead portfolio manager. Prior to Smith Barney, Kevin developed his management skills as a project manager in the United States Air Force and later obtained an in-depth understanding of risk and insurance while at New York Life Insurance Company.

Kevin graduated from the United States Air Force Academy with a Bachelor of Science in Management and earned a Master of Science in Systems Management. He maintains his CFP® certification through the Certified Financial Planner™ Board of Standards, Inc.

He is a member of the National Association of Personal Financial Advisors (NAPFA), the nation's leading professional association of fee-only advisors, and a member of the Financial Planning Association (FPA). Kevin also serves as a Board Member with the South Puget Sound Estate Planning Council.

Kevin is married with two children. When not working, he enjoys spending time with his family snow skiing, camping, coaching youth sports teams, and playing guitar.

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Byrne & Company Wealth Management specializes in providing objective, customized financial planning and investment management advice to individuals, families, and business owners. Our services are designed to provide peace of mind that a lifetime of accumulation is planned and managed prudently according to your wishes and desires.
Our financial planning work may cover many topics including, but not limited to: retirement planning strategies, Investment advice, cash flow evaluation (including expense & planned savings), College funding strategies, balance sheet analysis, evaluation of existing or planned insurance, Estate Planning, Tax planning, establishment of short term and long term goals, evaluation of workplace benefits, and other areas of planning.

We provide three service options for clients

Comprehensive or Limited Scope Financial Plans:
Designed for individuals, families , and business owners who desire an in-depth or partial analysis of their specific financial needs. That may be retirement planning goals, investments, tax planning, estate planning, insurance needs, or specific client requests.
The deliverable includes a written evaluation and recommendations for the client to consider and action items for implementation. Supporting documentation and illustrations are provided.
Plans are billed hourly. Typically10 to 15 hours, however, a case with added complexity may require more work. An estimate will be provided in our advisory agreement following the introductory meeting and will be based on the time to complete your project.

Investment Management Evaluation & Recommendations:
Designed for individuals, families, and business owners who desire an evaluation of their existing investment accounts (IRAs, 401(k), 403(b), deferred comp, annuities, brokerage, etc.)
The deliverable includes a written evaluation and recommendations for the client to consider and action items for implementation. Supporting documentation and illustrations are provided.
Plans are billed hourly. Typically 5 to 10 hours, however a case with added complexity may require more work. An estimate will be provided in our advisory agreement following the introductory meeting and will be based on the time to complete your project.

Annual Retainer                                                               
Designed for individuals, families, and business owners who desire an ongoing relationship with our firm for financial services. This service level provides the financial planning and investment management groundwork described in the service levels above and takes it one step further. Ongoing meetings, phone calls, and reviews are conducted throughout the year. Please contact us for a confidential meeting and fee quote to review the detailed services provided with this service option.
The deliverable includes financial planning credits and investment management services.
Our fees range from 1.00% of assets under management down to as low as 0.20%. Please contact us for a confidential meeting and fee quote.

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