Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies

Awards & recognition

  • Ferhadson & Associates, Ameriprise Client Experience Award, 2023
  • Ferhadson & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Kevin Ferhadson, Five Star Wealth Manager, 2012-2024
  • Kevin Ferhadson, Forbes Best-in-State Wealth Advisors, 2019-2024
  • Kevin Ferhadson, Ameriprise Circle of Success, 2006-2010, 2012-2023
  • Kevin Ferhadson, Financial Times 400 Top Financial Advisers, 2018, 2020
  • Kevin Ferhadson, Ameriprise Chairman's Advisory Council, 2017-2018
  • Kevin Ferhadson, Ameriprise Chairman's Award, 2002-2010

Community participation

Honored to receive recognition

All of us at Ferhadson & Associates are excited to announce that our colleague, Kevin Ferhadson, was named a 2023 Five Star Wealth Manager! This recognition is a testament to the loyalty of our clients, the dedication of the Ferhadson & Associates team and the great experience we work so hard to provide for our clients every day.

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