Kevin Sweeney
JD, CFP®
Modera Wealth Management
Principal, Wealth Manager
Kevin Sweeney
JD, CFP®
Modera Wealth Management
Principal, Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Sweeney, JD, CFP®
Fee-Only financial planner located in Inverness, FL, serving clients locally and across the country
Kevin Sweeney is a Inverness, FL fee-only financial planner. Modera Wealth Management provides comprehensive financial planning, investment management and foundation/endowment investing to help individuals, families, trusts, institutions, and philanthropic organizations organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Sweeney is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kevin Sweeney is Principal and Wealth Manager at Modera Wealth located in Inverness, FL.
In working with clients, my goals are to get to know them and their aspirations, to help them determine the critical objectives in their lives and then to develop financial planning and investment strategies designed so they can live their lives as they envision them. I see client relationships as being part of a team working together to solve the issues clients bring to us. Much of what we handle can be complicated, and it’s critical to enable clients to understand their situations and to provide them with clear options that allow them to be comfortable with the choices they make. A major part of what we do is to educate clients on where they are financially and what their choices are so they can be confident in the paths they choose.
Like many of my colleagues at Modera Wealth Management, I took an indirect route to financial planning but one that I believe prepared me well for this role. I was a commercial litigator in Boston for over two decades and represented clients in an array of civil matters. While working as a trial lawyer, I found myself drawn to learning about planning for my retirement. I’ve said half-jokingly that it dawned on me I was becoming more excited planning for my retirement than I was working toward it. Like with so many things in my life, my wife, who learned of the CFP® (Certified Financial Planner) course of study at a university in Boston, pointed me toward my career in financial planning. I took the CFP® courses at night while continuing to practice law and made a career switch in 2007. As a Certified Financial Planner™ professional, I’ve been able to apply the listening, questioning, problem-solving and advocacy skills I developed as a lawyer to provide counsel to our clients on their financial planning needs.
My wife Deirdre and I moved from Boston to Florida in 2016, and I’ve been working out of Modera’s Inverness office since that time. We’ve enjoyed the transition, the absence of snow from November through March and the opportunity to travel around Florida. Travel is a passion for us, and we were fortunate to spend a year living in Rome and Orvieto, Italy and traveling around Italy and the eastern Mediterranean. In our new home in Florida with our two labradoodles, Deirdre and I have remained active in charitable endeavors: she’s mentoring a girl through the Big Sister program, and I’ve continued my involvement with fund raising events for the Multiple Sclerosis Society and Dana Farber Cancer Institute and in running a high school scholarship fund in my sister’s memory.
Kevin Sweeney 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.
Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $4.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients’ needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.
* as of December 31, 2020.
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 Sweeney 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 Sweeney 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 Sweeney 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.
-
Kevin Sweeney is Quoted in WealthManagement.com: "Modera Wealth Management Sells Minority Stake to Tria Capital, Adds $1.3B RIA"
-
Kevin Sweeney is a Guest Contributor to Legacy Planning Law Group's Blog: "WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN!"
-
Kevin Sweeney is Quoted on Nasdaq.com: "Digital Diligence: Is Your Tech Tough Enough?"
-
Kevin Sweeney Contributes to HCP Live: "Planning to Prepare for Clients' Needs as They Age"
Contact Kevin Sweeney
Office Locations:
-
221 W Main St
Suite A
Inverness, FL 34450
