Patrick Kenny AIF BFA Financial Planner

Patrick Kenny AIF BFA Financial Planner My practice is built on providing objective,honest,and precise strategies. I work with my clients providing tools to help them reach their financial goals.

As a Special Care Planner, Financial Planner, Investment Advisor Representative and a Financial Services Representative with Barnum Financial Group I work to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being. My goal is to get to know each of my clients utilizing a collaborative, one-on-one approach dedicated to identi

fying and prioritizing their financial goals. Utilizing my knowledge of tax and investment strategies, insurance, pension plans, and real estate, I offer professional guidance and strategies to meet individual and group needs. With understanding, knowledge and compassion, I help families with special needs dependents develop and implement a comprehensive financial plan to help them meet their various objectives. I combine strategies such as special needs trusts to help preserve important government benefits for the dependent while helping parents stay focused on preserving and growing their assets for their own retirement and to create a lasting legacy. Areas of focus include:

Special Needs Planning

Investment Management

Retirement Planning

Asset Protection and Risk Management

Estate Planning

Tax Minimization Strategies

Corporate Services including financial literacy education for employees

Small Business Owners including defined benefit plans and key person insurance

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to e...
01/06/2026

With the holidays behind us, let’s kick off the new year with a review of your short- and long-term financial goals to ensure your plans stay on track in 2026 and beyond.

As we gather with loved ones this holiday season, it’s a natural time to reflect on the impact we want to leave on futur...
12/18/2025

As we gather with loved ones this holiday season, it’s a natural time to reflect on the impact we want to leave on future generations. Estate planning and legacy planning are important considerations to help ensure your wishes are documented and your loved ones are supported. Let’s start a conversation about your estate plan and legacy goals.

https://bit.ly/4pKbWpc

As artificial intelligence(AI) continues to reshape various aspects of our world, including the financial sector, stayin...
11/20/2025

As artificial intelligence(AI) continues to reshape various aspects of our world, including the financial sector, staying informed and maintaining a long-term-focused approach to wealth is crucial. While AI can offer many potential advantages, it also presents new challenges and catchy trends that require careful consideration with a trusted financial professional. Let’s work together to navigate the evolving, and often complex, financial landscape.

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As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help...
10/30/2025

As the year comes to a close, it’s a good time to review your investment portfolio and consider strategies that may help minimize tax liabilities. One approach is tax loss harvesting, and there are many others that may make more sense for your portfolio. Let’s work together, along with your tax advisor, to make the most of your investments.

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and he...
09/25/2025

From maximizing retirement contributions to donating to charity, there are ways to reduce potential tax liability and help make the most of your money. Let’s discuss how I can help you create a tax-efficient strategy for your income and assets through the end of the year.

Alternative investments can offer diverse investing opportunities from traditional options such as stocks and bonds. As ...
08/29/2025

Alternative investments can offer diverse investing opportunities from traditional options such as stocks and bonds. As with any investing, there are advantages and risks to consider. Check out this helpful article that helps give more insight into alternatives: https://bit.ly/4oTlz4V

With key items such as tax preservation and budget reconciliation, there is a lot happening to unpack. How does this imp...
07/24/2025

With key items such as tax preservation and budget reconciliation, there is a lot happening to unpack. How does this impact you and your retirement plan in both the short- and long-term? Reach out and let's discuss which areas to keep an eye on.

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more i...
06/05/2025

You’ve worked hard to get where you are. With factors such as persistent inflation and economic uncertainty, it’s more important than ever to have a wealth-preservation strategy in place. What questions can I answer to help you make sure your wealth is protected?

Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don’t ...
05/08/2025

Estate planning tools such as a will, trust, power of attorney, and healthcare proxy might seem complex, but they don’t have to be. Reach out to learn more about the benefits these tools can offer both during your lifetime and beyond.

What do you want your legacy to look like? Understanding the stages of wealth transfer is essential in ensuring a smooth...
04/17/2025

What do you want your legacy to look like? Understanding the stages of wealth transfer is essential in ensuring a smooth and effective process that preserves your wealth for future generations. Let’s work together to make sure you and your family are on the same page.

You’ve worked hard to build your wealth and lifestyle. It’s essential to not only grow your assets but also to protect t...
04/03/2025

You’ve worked hard to build your wealth and lifestyle. It’s essential to not only grow your assets but also to protect them for future generations. Together, let’s explore strategies tailored to help you navigate the complexities of wealth preservation.

03/06/2025

Diversification is a key component to long-term investing growth and should be unique to your goals. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions designed just for you.

Address

601 Heritage Drive Ste 215
Jupiter, FL
33458

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm

Telephone

+18607012300

Website

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