Dillon Kenniston, CFP®
We help RE investors maximize lifetime returns & minimize lifetime taxes
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
We help RE investors maximize lifetime returns & minimize lifetime taxes
Areas of Focus
- Alternative Investments
- Biblical Finance
- Capital Gains
- Cash Flow
- Coaching
- Faith-Based Investing
- Financial Life Planning
- High Net Worth
- Investment Management
- Real Estate Investing
- Retirement Planning
- Taxes
About Dillon Kenniston, CFP®
Real estate investor, CERTIFIED FINANCIAL PLANNER™, and coach-at-heartIt can be hard for real estate investors to find a financial advisor that’s not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly.
I’ve spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity.
I’ll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. I’m a husband to Emily and daddy to Brielle. I enjoy fitness, chess, and music.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
Sinking Spring, PA 19608
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary call so we can get to know each other. You can tell me your story and what prompted you to reach out. I'll explain REWealth's services, costs, and answer any questions you have. Looking forward to it!Offers Investment Management
Yes
About REWealth Planning
REWealth was established in 2021 to be the source for helping real estate investors build financial freedom.I have first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease, all while navigating job changes, hiring, promotions, bonuses, stock compensation, ESOPs, benefits packages, not to mention trying balance work with family life and outside interests.
Shock-jock headlines in market news regularly declare the sky is falling. But real estate investors know better, and are naturally inclined towards long-term thinking. You deserve more than a generalist advisor who’s trying to sell you a product or get you to sell your properties so they can manage the proceeds. You deserve conflict-free advice from not just an advisor, but a colleague and fellow real estate investor.
I’ve been blessed with a fantastic career and see the tremendous potential that real estate investing carries for others. I started REWealth to pay it forward and help others discover the same.
✅ Real Estate Investor-Focused: We get it. The last time you talked with a financial advisor, they pitched you on a mutual fund or annuity. Or maybe they tried to persuade you to sell your rental real estate and instead, put the proceeds into securities they can manage. As real estate investors ourselves, we understand the power of rental real estate and the place it can play in your pursuit of financial freedom.
✅ AUM Optional: Many advisors require that they manage your investments for you to become a client. Some even insist on an investment-centric, “beat-the-market” approach. By contrast, our Planning First approach puts your investments into the broader context of your goals and values. Investment management is an important piece of the overall financial plan, but we welcome DIYers. Investment management is a separate service with a separate fee.
✅ Fiduciary: We take upon ourselves the legal obligation to put client interests first. We do not accept commissions and are transparent on fees and terms. We’re independent from any bank, broker dealer, insurance company or custodian, so we’re free to provide conflict-free advice.
Education
University of St. Thomas, Master of Education (M.Ed.), Teacher Leadership | Westminster Theological Seminary, Master of Divinity (M.Div.) | Pennsylvania State University-Penn State Berks, B.A.s (x2), Communication Arts & Science and Professional Writing
Hobbies and Interests
- Church
- Exercising
- Family
- Music
- Reading
- Rock Climbing
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Real Estate Agents
- Real Estate Investors
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
No reviews yet.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
