Kevin Byrne
CFP®, MS
Byrne & Company Wealth Management, LLC
Financial Advisor
Kevin Byrne
CFP®, MS
Byrne & Company Wealth Management, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Byrne, CFP®, MS
Fee-Only Financial Planner serving the Olympia, WA area.
Kevin Byrne is a fee-only financial planner in Olympia, WA and President of Byrne & Company Wealth Management, LLC. Kevin provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Byrne is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kevin Byrne is the founding member and President of Byrne & Company Wealth Management, LLC and has over twenty years’ experience in portfolio management and financial planning. He is committed and passionate about helping people navigate complex financial planning decisions and volatile financial markets.
Kevin loves the process of educating, informing, and guiding decision making as global financial markets and clients’ lives change. He created his company to provide consumers with an alternative to the large banks, brokers, and insurance companies by providing advice on a Fee-Only or hourly basis.
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. Before working at 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 has served on a variety of boards including Habitat for Humanity, South Puget Sound Estate Planning Council, Harbor Church, and Capitol Little League.
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.
Kevin Byrne is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Kevin Byrne is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Kevin Byrne is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Kevin Byrne is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Kevin Byrne
Office Locations:
-
611 Columbia Street NW
#2D
Olympia, WA 98501
