About KinneyMunro
Our Story
Bill Munro and Brian Kinney
Co-Founders
We have both enjoyed long and successful careers in financial services, although our individual journeys to getting where we are now could not be more different yet complementary to our wealth advisory firm.
How We Got Started
Mentored by the father of a good friend who worked at one of the largest stock brokerages in the U.S., Bill started investing when he was in high school. His mentor helped him secure internships while in college, which led to his first job at an investment bank. Brian took a less-traditional career path. A psychology major with little knowledge of financial matters, after graduating college he landed a job at a multinational financial services corporation and soon developed a passion for the equity and bond markets. Bill and Brian share that passion—as well as the desire to go above and beyond in helping clients solve their most complex financial challenges.
What We Believe
Over the course of our friendship, we came to realize that the guidance, customer service and capabilities offered by our own financial advisors weren’t sufficient or meeting our expectations. We heard the same from many of our friends. That led us to believe we could provide better services that fully align with the specific needs of clients. KinneyMunro was founded to provide personalized, customized financial guidance to our clients.
We believe the insights we have gained over three decades working for some of the world’s largest asset managers and financial services firms enable us to break down barriers to investing success. We utilize our extensive knowledge of the principles large global investors employ and apply them to individual and institutional client portfolios. Combining that knowledge with exceptional customer service, we help you invest in a way that seeks to reach your goals while avoiding excessive costs and illiquidity.
Where We’re Headed
In a sense, we have come full circle, returning to our early financial services roots and the satisfaction of working one-on-one with individual clients. Informed by our three decades in the industry, we aim to add value by delivering a differentiated investing experience that helps you reach your wealth goals.
Philosophy
At KinneyMunro, our wealth management philosophy centers on understanding the unique journey of each client.
For individuals and families, we recognize that effective wealth management incorporates many aspects of our clients lives—financial, professional, and personal.
For institutional sponsors implementing investment solutions to achieve their financial goals and meet their fiduciary obligations. By leveraging our extensive industry experience, we craft personalized investment strategies that adapt to our clients’ evolving needs and market shifts. Our approach combines expertise with education, empowering clients with knowledge while offering tailored advice.
As fiduciaries, we prioritize our clients’ best interests, aiming to simplify their financial lives, while growing and preserving their wealth.
This client-centric philosophy aligns our strategies with the dynamic and multifaceted nature of the clients we serve, with the goal of supporting their long-term financial goals with flexibility and insight.
Our Client-Centered Process
1 - Discovery
We begin by getting to know each other. We explore what defines you—your family, financial aspirations, concerns, interests, and investment history. In turn, we share our background, expertise, and investment philosophy. We explain the guiding principles that inform our approach and shape your tailored plan. At this point many clients request a complimentary review of their current financial situation, which we are happy to provide. Our goal is to establish a foundation of mutual understanding and trust.
2- Customized Planning
Building on our comprehensive understanding of your needs and desires, we craft a unique, tax-efficient investment plan. This plan incorporatess your current investments, goals, concerns, and interests, presented in clear, jargon-free language. We thoroughly discuss our recommendations, explaining the rationale behind each decision. Your input is crucial, and we refine the plan based on your feedback to ensure your full understanding and comfort.
3 - Strategic Implementation
Once we’ve agreed on a strategy, we efficiently put your plan into action. We then transition to active wealth management, regularly monitoring your portfolios to ensure they align with our established objectives. Our approach is proactive and responsive to market dynamics.
4 - Ongoing Partnership
As your dedicated financial ally, we maintain regular communication about market trends and your portfolio performance. We recognize that life is dynamic, with interconnected financial, personal, and professional cycles. Our approach is designed to adapt to these changes. We encourage you to share significant life events and evolving aspirations, allowing us to refine your investment strategy in real-time. It is our goal to align your wealth management plan with your current circumstances and future goals, evolving as your life unfolds and market conditions shift.
Team
Brian Kinney
Co-Founder
William “Bill” Munro
Co-Founder
Jay Ahlbeck
Executive Managing Director
Michael Askjaer
Executive Managing Director
Additional Support
KinneyMunro partners with Mariner, which gives our team access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner also provides us with IT, compliance and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients like you to help you reach your goals and aspirations.
Mark Harris
CFP®
Wealth Advisor & Vice President of Strategy
Mariner Advisor Network
Scott Luhnau
JD, CTFA®
Vice President, Multi-Generational Wealth Planning
Mariner Wealth Advisors
Ryan Drake
CPA
Director, Tax Planning & Preparation
Mariner Wealth Advisors
The Mariner associates listed are not employees of KinneyMunro. They are employees of Mariner and Mariner is the
marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional
information, click here..
What We Believe
You can’t replace investment experience:
Work with an advisor who has meaningful experience across markets, products and cycles.
Having a financial plan is important, but markets don’t care about your plan:
Work with an experienced advisor who will adapt to current markets.
Your life and markets are changing every day:
The key to success is having a plan and making adjustments along the way.
Taxes Matter:
It’s not what you earn it’s what you keep. Make a long-term plan with taxes top of mind.
Trendy investment products are today’s solutions to yesterday’s problems:
Avoid them.
Investment advice without context is noise:
Turn off financial television.
Asset allocation matters:
It is the engine that will drive the majority of your returns.
Sophistication simplified:
Employ liquid products at low cost.
Do Not pay high fees.
Do Not overreact to near-term market movements.
Do Not transact too often.