About

Kevin has more than a decade of experience providing financial advice. His passion for financial planning is rooted in building long lasting relationships. Kevin believes listening and empathy paired with expertise in each interaction is the key to high quality advice. He works with his clients to help them navigate twists and turns of their unique life events so they can spend time where they value most.

Kevin resides in Downingtown, PA with his wife Lauren and daughters Olivia and Rylee. He enjoys spending his free time traveling to see family, playing recreational sports, and rooting on Philadelphia sports teams.

  • Certified Financial Planner Professional

Education

  • BS - Finance, Immaculata University

Resources from Kevin Smith

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Current Clients

Contact me via email or me at the top of the page.

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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