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Helping Real People Build Real Wealth
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The Walk You To Wealth Difference
Planning and education from certified experts (CFP, CPA)
Meet you where you are and offer financial guidance without judgment
No minimum assets or income required
Transparent fees with no hidden charges
Access to RightCapital's industry-leading financial planning and budgeting software
Approved by Wealthramp and the Budgetnista - Tiffany Aliche
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Take your first step towards wealth with a free intro meeting!
Real People, Real Reviews
"Kevin, CEO of Walk You to Wealth, is very personable. His approach to help you reach your goals is very much personalized and guaranteed to help you reach your goals to wealth. You will not be disappointed."
Anjetta King, sourced from Google Reviews
About Me
As a CERTIFIED FINANCIAL PLANNER™, a Certified Public Accountant, and a Personal Financial Specialist, you can be assured that the education and financial planning I provide is steeped in deep knowledge of personal finance. More importantly, it’s an honest, authentic, and simple approach to wealth. I also teach financial planning at Columbia College and write a column, Ways to Wealth, for Inc. Magazine.
Prior to founding Walk You To Wealth, I spent 20 years working in executive-level positions at Fidelity Investments and Coinbase.