Kevin Peterson, CFP®
Helping clients achieve the retirement they deserve.
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
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Connect Wealth
Kevin Peterson, CFP®
Annapolis, MD
Serving Clients Nationwide
Helping clients achieve the retirement they deserve.
Areas of Focus
- Alternative Investments
- Divorce Financial Planning
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Social Security
- Taxes
About Me
Kevin Peterson’s primary focus is on implementing trusted strategies to achieve his clients’ wealth planning goals. He enjoys working with clients in all areas of their financial lives to create simple and efficient solutions.Kevin began his career as a financial advisor at AIG in 2011 and brings over 13 years of wealth planning experience to the team at Connect Wealth. Prior to working in wealth management, Kevin founded and ran multiple companies in real estate and other industries.
Kevin graduated from the University of Maryland at College Park’s Robert H. Smith School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Kevin lives in Annapolis, Maryland, with his wife, Anne Marie, and their four children. In his free time, you will find him coaching the Broadneck High School golf team and occasionally hitting a few balls himself. He also serves as board president for a local nonprofit, Estuary.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
888 Bestgate Rd, Suite 419 Annapolis, MD 21401
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a time for us to chat. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
At Connect Wealth, our goal is to help clients simplify their financial lives so they can focus on what is important.We work with you to help create solutions for your wealth so your finances can become a source of empowerment, instead of point of anxiety and stress in your life.
Our core values to help you accomplish this:
1. Authenticity: Authenticity is paramount for us at Connect Wealth, reflecting our dedication to genuine, personalized interactions that foster deep client relationships based on mutual understanding and sincerity.
2. Trust: We believe trust is the cornerstone of every successful partnership, underpinning our unwavering commitment to transparency, ethical practices, and accountability in managing our clients’ financial affairs.
3. Friendship: For us, friendship extends beyond mere professionalism; it embodies our ethos of building lasting, supportive relationships with each other and with our clients, rooted in empathy, loyalty, and a shared commitment to financial well-being.
Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Connect Wealth and MPS are separate entities. For additional information about MPS, including fees and services, please contact MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
Education
University of Maryland, Bachelor of Science - BS, Business
Hobbies and Interests
- Family
- Golf
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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.
