Harmoney: Your Life, Your Money
We often have an expectation that making good money decisions is a function of opening up an excel spreadsheet and making a formula or model. But good financial decisions require more than a spreadsheet.
At Derek Kitchen Wealth Advisory Group, we go beyond the spreadsheet. We believe our role is to be clients' guides in helping them navigate towards their desired future state.
We do this by:
- Asking great questions
- Believing a financial plan is a verb, not a noun
- Building a wealth plan with purpose
Ultimately, our goal is to help create harmoney between our clients' lives and the decisions they make with money.
Contact us to learn how we can help create your HARMONEY.
Discover our company
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
You can always count on:
- Our commitment to helping you achieve your goals
- Our approach
- Our integrity
- Our professionalism
- Our transparency about the compensation we receive
