Fourth Generation Financial

A boutique wealth management firm where relationships and growing and protecting your assets come first. Founded by fourth generation Orlando native, Kent W. McKee, CFP, Kent works personally with each client to turn your goals into a reachable plan. Housed in a historic 1926 cottage in Winter Park, when you’re here, you really, truly are family. The firm is small on purpose, so each client is given the time they deserve to be seen, heard, and understood. Please call Kent’s assistant, Nancy, to book a complimentary session, meet Kent, and see if you and Kent are a great fit! Old fashioned kindness and respect. Sound, strong, stable financial advice.