Meet Us

We help acheive what matters most to you.

Kevin Byrne CFP, MS

CEO/Founder

Kevin Byrne founded Byrne & Company Wealth Management, LLC in 2012 and has over 25 years experience in portfolio management and financial planning. He is passionate about helping people navigate complex financial planning decisions and volatile financial markets.

Kevin loves the process of educating, informing, and guiding decision making as global financial markets and clients’ lives change. He created his company to provide consumers with an alternative to the large banks, brokers, and insurance companies by offering advice on a Fee-Only or hourly basis.

Prior to founding Byrne & Company Wealth Management, LLC, he spent ten years at Smith Barney helping clients pursue their desired lifestyle by creating customized financial plans and managing assets as portfolio manager. Before working at Smith Barney, Kevin developed his management skills as a project manager in the United States Air Force and later obtained an in-depth understanding of risk and insurance while at New York Life Insurance Company.
Kevin graduated from the United States Air Force Academy with a Bachelor of Science in Management and earned a Master of Science in Systems Management. He maintains his CFP® certification through the Certified Financial Planner™ Board of Standards, Inc.

He is a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading professional association of Fee-Only advisors, and a member of the Financial Planning Association (FPA). Kevin has served on a variety of boards including Habitat for Humanity, South Puget Sound Estate Planning Council, Harbor Church, and Capitol Little League.

Kevin is married with two children. When not working, he enjoys spending time with his family, tackling home improvement projects, church activities, playing guitar, and snow skiing.

Renee Harlow

Director of Operations

In January 2014, Renee Harlow joined Byrne & Company Wealth Management, LLC as Office Manager. Renee’s thoughtful, detail-oriented approach to problem solving make it a pleasure to work with her through the day-to-day issues related to business management and client service.

In January 2014, Renee Harlow joined Byrne & Company Wealth Management, LLC. Renee’s thoughtful, detail-oriented approach to problem solving makes it a pleasure to work with her on day-to-day issues related to running a financial services business.  Renee is attentive to client needs, process improvement, innovation, and ensuring tasks successfully move forward. 
She has a diversified background in financial services, working with advisors, trustees, guardians, and attorneys. Renee is a Washington native who graduated from WSU. (Go Cougs!) She and her son like living in Olympia where she enjoys spending time with family and friends, swimming, biking, and church activities.

Firm History

After years in the financial industry, Kevin Byrne felt constrained by outdated practices, processes, and pricing structures used by most mainstream financial service firms.

Kevin’s journey through the financial industry led him to recognize the need for a more innovative, client-focused approach to Wealth Management. Byrne & Company Wealth Management, LLC (ByrneWM), was formed to break free from outdated practices and complex pricing structures that have long plagued mainstream financial service firms.

ByrneWM is committed to offering clients straightforward investment management and financial planning services, tailored to their individual goals. As an independent fiduciary, Kevin has the flexibility to recommend and provide the most suitable solutions, putting the client’s interests first.

One of the core principles driving ByrneWM is fee transparency. In an industry notorious for hidden fees, mutual fund charges, commissions, and revenue-sharing arrangements, the company aims to provide clarity regarding the costs associated with their services. This transparency empowers clients to make informed decisions about their finances, something often lacking in traditional account structures.

In essence, ByrneWM represents transparency and professionalism in the financial services industry. We are dedicated to helping clients achieve their financial aspirations while dismantling the barriers of complexity and obscurity that have long been associated with Wealth Management.

Affiliations

NAPFA

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

CFP Board

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.

Fee-Only Network

FeeOnlyNetwork.com showcases only financial advisors that are registered members of the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve.

Financial Planning Association® (FPA®)

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.​FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve and take part in FPA’s One Connection™ for professional education, business success, advocacy and community at the national and chapter levels. FPA is truly an indispensable force in the advancement of today’s CFP® professionals.

Contact us today for an introductory meeting and let us help you steward your finances well.

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