Brandon Kennedy
Straightforward Financial Advice for Humble, Hard-Working Michiganders
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Serving Clients Nationwide
Straightforward Financial Advice for Humble, Hard-Working Michiganders
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brandon Kennedy
A lifelong resident of Southeastern Michigan, Brandon Kennedy is a devoted husband to his high school sweetheart, Danielle. They are the proud parents of three – Logan, Henry and Juliet – and live in Lake Orion.Brandon is a die-hard baseball and Detroit Tigers fan, and is a supporter of local youth baseball organizations. You can also find him building things in his workshop, speaking in movie quotes, and working on cars.
Brandon graduated from Oakland University, earning his Bachelor’s degree in Finance. He is an active volunteer at his church and offers personal educational seminars and courses throughout the year.
Primary Location
201 West Big Beaver Road, Suite 1001, Troy, MI 48084
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 30-minute sounding board session. This 30-minute Zoom session is an opportunity to ask questions about your retirement and get a feel for how we work. If our expertise is a fit for your situation and there’s mutual interest in moving forward, we’ll schedule a meeting to dive into your retirement together. We look forward to speaking with you.Offers Investment Management
Yes
About Kennedy Financial Group
We built Kennedy Financial Group to help you be a good steward of the money you've been blessed with.A great financial partnership starts with shared values, a belief in education, and the power of hard work. Our mission is to empower you to make smart choices with your money.
If you’re looking for…
▪️ Michigan advisors who understand your faith, values, and vision for retirement
▪️ A partnership based on collaboration, honesty, and straightforward financial advice
▪️ Education, tools, and delegation to a team of professionals
▪️ A partner to answer your questions and break down complex financial ideas into plain English
We might be a good fit for you.
We’re looking for lifelong partnerships with humble, hardworking folks who share our values of faith and stewardship.
There are many advisors and firms out there, and we’re not trying to compete with them.
Instead, we want to build partnerships with like-minded clients who share our values and vision of a purposeful, confidence-filled retirement.
Let’s take the next step together and start a conversation about your retirement. Click the 'Book Intro Call' button above to get started.
Brandon Kennedy is an Investment Advisor Representative with HighPoint Advisor Group, LLC, a Registered Investment Advisor. Investment advice offered through HighPoint Advisor Group, 2651 Warrenville Road, Suite 200, Downers Grove, IL 60515, (630) 719-9222.
Education
Oakland University, Bachelor of Science, Finance
Hobbies and Interests
- Baseball
- Cars
- Church
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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Team Kennedy has great financial planners and friendly staff
Team Kennedy have been our financial planners for more than 10 years and we highly recommend them. They were so helpful with the passing of my dad and paperwork and settling of his estate and walking us through the best way to change over his assets. They also recommended a CPA for us for 2024 to get us through a difficult year. Their staff is both kind and helpful with any questions we have.
The Heart of a Teacher
We met Brandon Kennedy in 2014 and the first thing we noticed was that he had the heart of a teacher. He took a lot of time to answer all of our questions and was always very patient with us. After reviewing our finances he was able to ease us into retirement when we didn’t think it was possible. We have been retired since 2018 and are very confident and happy with the way our portfolio has been handled. Brandon continues to answer questions, explain market trends, and help us stay on track to reach our goals. The entire team at Kennedy Financial Group are friendly, communicate well, and are very professional. We are grateful for KFG!
Pre-retirement, post-retirement, and new home purchase teamwork
My wife and I have been with Kennedy Financial Group since early 2015. In the first couple of years Brandon helped us understand our current financial position, recommended adjustments, and set a clear, very obtainable plan for retirement. In the months just prior to retirement, Brandon updated his recommendations to better align ourselves to the change in income sources and to minimize tax consequences. Brandon and his team made sure that we held regular ongoing reviews to discuss investment positioning, my future financial plans, and how the two would work together. Most recently, KFG assisted us with planning that allowed us to purchase a new home. This plan simplified approval processes, gave us a broader range of potential homes to consider, made funds available for after purchase upgrades, all while minimizing overall financial impact. Brandon and his team has always treated us as a real people who they value and are eager to serve. The team treats my requests/needs with unmatched eagerness and professionalism. We are truly grateful to be part of the Kennedy Financial Group family.
Retirement and Financial Advising
We are grateful for the guidance and support from the team at Kennedy Financial Group. We have been with Brandon for a number of years now and are now getting close to the final chapter of retirement. What has been the greatest support is the balance of the taxes along with the investments. In the past, we have been so focus on the growth aspect of our portfolio that having the balance of ensuring that we understand the tax impact of accessing our funds in a way that has the most savings has been helpful. Brandon has been honest and has guided us on what our vision was for retirement. Increasing our value was important, but providing a bigger picture of how we wanted to live our life together in the future has given us a sense of security. We are actually excited for that next step.
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