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Kevin P. Sweeney, JD, CFP®

Principal, Wealth Manager & Director of Financial Planning

Kevin P. Sweeney, JD, CFP®2019-09-10T16:26:13+00:00
Kevin P. Sweeney JD, CFP®

Kevin works with clients to determine their personal objectives and develop and implement financial planning and investment strategies designed to meet those goals.  He also serves as Chief Counsel and Director of Financial Planning for the firm.

Professional Designations

JD, CFP®

Education

Cornell Law School, J.D., cum laude

University of Notre Dame, B.A., magna cum laude, Government

What do you value most in your client relationships?

I view working with clients as being part of a team. We work together to solve the issues they bring to us. We develop a strategy and explain it to the clients to help them understand it and enable them to make informed decisions. I most appreciate having the opportunity to be able to help clients understand their situations and the options available to them, and to give them what’s needed to be comfortable in their choices. 

What’s the one thing people say you’re best at?

I believe that I’m able to communicate well with clients, in both oral and written forms. A critical part of what we do is to help educate our clients on their issues and options.  Ultimately, we assist them in reaching decisions that they need to understand and be confident in.  Being able to communicate sometimes-complicated concepts in a way people can understand benefits the client.

When you retire you’re going to…?

Spend three months of the year in Italy and the other nine on a beach reading.

Where did you grow up? Where do you live now?

I grew up in Manchester, NH, an old mill town about 55 miles north of Boston. In the 1960s and ‘70s, Manchester was a great place to grow up as a kid, aside from the weather. It took me 55 years to finally flee the cold and snow of the Northeast that I’d despised since I was a child.  In 2016, my wife and I moved to Florida, and I now work out of our Inverness office and live in Inverness, FL. 

Kevin’s Insights

Why Your Digital Assets Need a Place in Your Estate Plan

As the world goes increasingly digital, many of us have amassed sometimes large collections of non-physical assets such as digital photos, music, movies, eBooks, cryptocurrencies and more on our computers, smartphones, portable media players, hard drives and other devices. Although they are in an electronic format, these assets often have personal or financial value, which can make them part of your estate. And that means they should be included in your estate planning.

Good to Know|

Your Portfolio Should Never Walk Alone

For many of our clients, the idea that their portfolios should “never walk alone” is probably obvious enough. Financial planning should constitute a comprehensive approach to creating, implementing, and monitoring a plan tailored to each client’s individual goals, needs, and circumstances.

Good to Know|

Modera Financial Planning & Wealth Management
221 W. Main St., Suite A, Inverness, FL 34450
(352) 746-4460