Kevin
Yorkey
CFA®
Here to act in your best interests
About me
It is a privilege to help people live the life they want by developing a financial plan that can provide the financial security and flexibility we all want and need. Away from the office, I live a fairly typical life as a husband and father, which is pretty great.
Certifications
Chartered Financial Analyst®
Education
Bachelor of Business Administration - University of Massachusetts at Amherst
Master of Science, Investment Management - Boston University
Visit one of our Locations
Boston I - Burlington
25 Burlington Mall Road
Suite 405
Burlington, MA 01803
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
