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Patrick Kenny AIF BFA Financial Planner

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United States
Jupiter, FL
Patrick Kenny AIF BFA Financial Planner

My practice is built on providing objective,honest,and precise strategies. I work with my clients providing tools to help them reach their financial goals.

As a Special Care Planner, Financial Planner, Investment Advisor Representative and a Financial Services Representative with Barnum Financial Group I work to educate families, individuals and businesses on current economic conditions that may have an effect on their financial well-being. My goal is to get to know each of my clients utilizing a collaborative, one-on-one approach dedicated to identi

fying and prioritizing their financial goals. Utilizing my knowledge of tax and investment strategies, insurance, pension plans, and real estate, I offer professional guidance and strategies to meet individual and group needs. With understanding, knowledge and compassion, I help families with special needs dependents develop and implement a comprehensive financial plan to help them meet their various objectives. I combine strategies such as special needs trusts to help preserve important government benefits for the dependent while helping parents stay focused on preserving and growing their assets for their own retirement and to create a lasting legacy. Areas of focus include:

Special Needs Planning

Investment Management

Retirement Planning

Asset Protection and Risk Management

Estate Planning

Tax Minimization Strategies

Corporate Services including financial literacy education for employees

Small Business Owners including defined benefit plans and key person insurance

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. I am a registered representative of and offer securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000

08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

07/13/2026

As we’ve seen recently, global events can influence economies in unpredictable ways. Many long-term approaches emphasize diversification across regions—recognizing different markets don’t always move in sync. Let’s work together to see if it may be
worth considering whether global exposure fits into your broader plan.

06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

04/20/2026

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.

04/06/2026

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

03/23/2026

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.

03/09/2026

Getting unexpected money can feel great, but it might also bump up your tax bill. Let’s explore smart ways to use it — whether by adjusting your income, investing, or making the most of an unexpected windfall. I’m here to help you make confident, goal-aligned decisions.

02/16/2026

In today’s world, managing multiple investments, estate plans, or other financial situations can start to feel more complex. What would help you to ensure everything is aligned with your long-term goals? Let’s touch base to review your strategy and make any necessary adjustments to help keep your financial plans on track.

Address

601 Heritage Drive Ste 215
Jupiter, FL
33458

Opening Hours

Monday	8am - 8pm
Tuesday	8am - 8pm
Wednesday	8am - 8pm
Thursday	8am - 8pm
Friday	8am - 8pm

Telephone

+18607012300

Website

http://www.barnumplans.com/

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