Resources for your financial journey

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Our Investment Philosophy
New Year, New (Financial) Me

The videos provided are for informational purposes only and not intended to provide advice or recommendations for any individual. The guest speakers and their companies are not affiliated with Kennedy Financial Group or LPL Financial.


Financial calculators

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.


President & Financial Advisor Brandon Kennedy is proud to be a RamseyTrusted SmartVestor Pro. Our team believes in RamseyTrusted's financial principles and has a true passion for educating with the heart of a teacher.


Nationally syndicated radio talk show host and best selling author Dave Ramsey has plenty to say on the topic of personal finances. We share in those philosophies around paying off debt, building wealth, and “living like no one else, so that later you can live and give like no one else.”


We love Dave Ramsey’s Baby Steps because of how important it is to be intentional about winning with your money and having a plan for your next steps. We also agree with Dave that BEING a steward of every dollar you have is the best way to change your family tree.

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