Kevin Sweeney
Founder and Managing Member
Kevin has been in the wealth management industry since 2012. He is an Auburn University graduate, earning his Bachelor of Science degree in Finance, and holds his Series 63 and 65 securities registrations and his Georgia Life, Accident & Sickness license.
Kevin works with all types of individuals and families to create a tailored experience and financial plan while allocating their money among financial assets aligned with individual return and risk objectives.
Kevin lives in Augusta with his wife, Blair, an entrepreneur of Blair’s Belts. They welcomed their son into the world in August 2024. When he is not spending time with his family, Kevin is passionate about golf and outdoor activities and is committed to his local community. He currently serves as Board Chairman for the First Tee of Augusta, an organization focused on introducing the game of golf and its inherent values to young people.