Kevin Madigan, CFP® is an investment advisor for Wela Strategies, Capital Investment Advisors' (CIA) sister company which leverages model portfolios, low-cost ETFs, and customized strategies. He takes pride in building personal connections with the families he serves. Kevin'ss mission is to ensure that each family's portfolio aligns with their goals and objectives. His passion for assisting families and delivering peace of mind through Wela's OYA strategies is at the core of his professional efforts. Kevin also works with the investment committee at CIA which ultimately helps with setting the direction of Wela's portfolios.
After graduating with a Bachelor of Science degree in Finance from Kennesaw State University, he began his career as an active trader but soon transitioned into a financial advisor role. Prior to joining Wela, Kevin worked as a financial advisor in both Portland, Oregon, and Tampa, Florida. His knowledge and experience with financial markets has enabled him to assist clients in working towards their financial goals and making sound investment decisions.
Kevin now lives in Atlanta and enjoys a healthy and active lifestyle. He loves to spend his spare time reading, going on long distance runs or playing soccer with friends.
At Wela Strategies, we have a simple mission: Helping Families find peace of mind To and Thru Retirement.
We are committed to building a relationship with our clients based on trust and using our time and talents to help our clients discover their financial goals and how to implement strategies for success.
We want to be there for you when you need us, to help you and your family achieve and maintain financial freedom during all stages of life.
General Information |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Alternative Investments, Exchange Traded Funds (ETFs) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
Form ADV Part 2A https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=948702 |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
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