Comprehensive Capabilities. Working for You.
Unique Insights and Experience
Independent Wealth Advisors
KinneyMunro is an independent wealth advisory firm founded by financial services veterans embracing holistic financial health. We are dedicated to our clients, providing objective advice and creating comprehensive wealth plans focused on their best interests. Those plans are informed by the insights we have gained over a combined six decades of investing experience.
We aim to add value by delivering a differentiated investing experience—powered by a personalized investment portfolios. We go further by delivering advanced wealth planning strategies, estate and tax planning, insurance solutions and trust services.
Brian Kinney and Bill Munro founded KinneyMunro. Brian served as chief investment officer at State Street Bank, where he oversaw an investment portfolio of more than $100 billion and the bank’s funding operations. Bill brings 30 years of experience gained at JPMorgan advising highly sophisticated clients on their investment strategies and exposures. Now, we’re excited to be working for you.
Together, we are focused on offering clients a powerful approach to meeting needs across the personal finance spectrum, from investment management to trusts and estates.
Our Services
The advisors at KinneyMunro are fiduciaries to our clients. Our advisory services are grounded in the insights and experience we have gained over a combined six decades of investing through multiple market cycles. We combine our professional knowledge with comprehensive wealth management services to help you plan for the future and reach your financial goals.