Kevin Flaherty, CFP^®

Senior Wealth Management Advisor

Tenured Advisors

159 Haven Street
Reading, MA 01867

FINANCIAL ADVISOR'S WEBSITE

https://tenuredadvisors.com/

(781) 730-2766 CONNECT WITH Kevin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-Only

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

General

Kevin Flaherty is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tenured Advisors in Reading, MA and the surrounding communities.

Financial Advisor Overview

Tenured Advisors specializes in financial planning for employees (and their families) who work in academia, non-profits and healthcare specifically focused on retirement planning. As fiduciaries we have an obligation to put our clients first. We do not offer proprietary investments or products so there are no conflicts of interest. We partner with New Edge Advisors to provide access to expertise, investments and products. We partner with Schwab for custodial and record keeping services. Kevin is dedicated to working with employees of academia who are within 10 years of retirement.

Financial Advisor Experience

Financial Planner, Tenured Advisors 2023-Present Financial Planner, The Foundry Financial Group, Inc 2020-2023 Financial Planner, TIAA 2007-2020

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

New Edge Advisors

Broker-Dealer Disclaimer

Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Retirement, Long-term Care, Sudden Wealth, Personal Taxes