Firm History

After years in the financial industry, Kevin Byrne felt constrained by the lack of innovation, outdated practices and pricing structures used by most mainstream financial service firms.

Kevin established Byrne & Company Wealth Management, LLC to provide straightforward investment management and financial planning services. The company helps clients plan, allocate, and monitor their resources to achieve their unique financial goals.

As a client’s fiduciary, we have the freedom to recommend and provide any appropriate solution.

It was also important for the company to have a transparent fee structure. Fee transparency is a significant problem within an industry dominated by mutual fund fees, commissions, revenue-sharing arrangements, and referrals to co-owned companies (Accounting, Trust, Insurance). The public is often unaware of the fees they pay on their own investments when dealing with traditional account structures