“Look after the customer and the business will take care of itself.”
— Ray Kroc, Founder of McDonalds

K-Mack Financial, LLC is in the business of investment management and tax planning. Decisions are not made as isolated incidents but with an eye on how investments impact taxes and how taxes impact investments.

Smart planning keeps taxes lower. Low tax preparation fees keep costs lower. We do both.

Call for a Free Consultation
with Kevin McKenney

(941) 209-9694

Email: Kmackfinancial@Verizon.net

A “fiduciary” is defined as one who obligates himself or herself to act on behalf of another and assumes a duty to act in good faith and care, candor, and loyalty in fulfilling its obligations. As an independent Registered Investment Advisor (RIA), we are legally required to work first in our clients’ interests. Our clients’ interests legally must come before any other party’s interests. At K-Mack Financial, we work for you, and you only.

Our mission is to help our clients build a brighter financial future. We help our clients define their financial goals and develop strategies for reaching those goals. Whether the goal is an early retirement, having enough money to pay for the kids’ college educations, or saving to purchase a first home, we provide clients with an independent, unbiased alternative to commission-compensated planners and product salespersons.

About Kevin McKenney

Kevin McKenney

Kevin M. McKenney is the founder of K-Mack Financial, LLC., and has over 34 years in the financial industry with the last 25 years at Northern Trust.

K-Mack Financial, LLC is a Registered Investment Advisor. We do not receive any fees or commissions from any bank, brokerage house, or insurance company. Our investment decisions are not influenced by any criteria that would benefit us at the expense of the client.

Education & Certifications

Kevin received his CFP® in 2008 and his enrolled agent registration in 2012. He received his Master’s degree in Professional Accountancy (M.P.A.) from Georgia State University and his Bachelor of Science (B.S.) degree in Communications from Ohio University.

Experience

Kevin has over 35 years in the financial industry. He most recently was a Senior Vice President with Northern Trust as a Managing Director.

Personal Life

Kevin McKenney and his wife have lived in the Sarasota area since 1987. Kevin’s activities include kayaking and hiking. He is also a volunteer with the Guardian ad Litem program.

Contact Kevin today in Sarasota, Florida, to schedule an appointment for a consultation to discuss the financial services you need.