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

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Charitable Giving

Awards & recognition

  • Koney Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Koney Wealth Advisors, Ameriprise Client Experience Award, 2020-2021, 2023
  • Kevin Koney, Five Star Wealth Manager, 2016, 2021-2024
  • Kevin Koney, Ameriprise Circle of Success, 2018-2023
  • Kevin Koney, Forbes Top Next-Generation Wealth Advisors, 2021
  • Kevin Koney, Financial Times 400 Top Financial Advisers, 2020
  • Kevin Koney, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Kevin Koney, Forbes Best-in-State Wealth Advisors, 2019-2020

Community participation

Koney Wealth Advisors 'Give Back':

This year Koney Wealth Advisors is partnering with The Pediatric Oncology Treasure Chest Foundation. The Treasure Chest Program allows cancer patients (ranging in age from birth through 18 years) at 66 children’s cancer treatment centers to choose an age-appropriate toy as a reward for having the courage to undergo painful but necessary procedures. To show our support for this organization, KWA will be collecting new toys for children of all ages.

If you are interested in supporting this cause, feel free to drop off new toys at our Orland Park office.

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