Wealth Management & Financial Planning in Winter Park, Florida
Plan Well. Invest Wisely. Live Confidently.
For more than 30 years, Kent McKee has helped Central Florida families make thoughtful financial decisions, prepare for retirement, and enjoy what they’ve worked hard to build.
30+ Years
in Winter Park and Greater Orlando
18 Years
Average Client Relationship
Fiduciary
on fee-based, advisory accounts
Built on Referrals.
For Thirty Years.
Most new clients come from a phone call between friends — a neighbor, a colleague, someone who said “just call Kent.”
We’ve never done a steak dinner seminar.
Thirty years in Winter Park. The average client has been with us for eighteen.
It Starts as Business.
It Doesn’t Stay That Way.
They’re clients at first. Soon, they’re friends.
We call on birthdays. We show up when someone passes. If you need a good plumber, call us.
That’s just who we are.
Retirement Is
Harder Than It Looks.
You’ve spent your whole life building the habit of saving. Spending feels wrong at first — even when you’ve earned it, even when the numbers say you’re fine.
Turns out, learning to spend with confidence is harder than learning to save.
We’ve had that conversation hundreds of times. Retirement planning is what we do — and helping people build a retirement income plan that sets them up for long-term financial success is what we do.
Kent McKee, CFP®, CRPS™
Kent has been helping Central Florida families navigate retirement, investment management, and wealth management for over thirty years.
He’s independent. He works for his clients.
He’s been through every kind of market there is and he’s not easily rattled.
His elevator pitch, if you push him for one:
“I take care of people’s money. And no one outside your family cares more than I do.“
About Kent
A Few Things Worth Knowing About Your Financial Advisor
Choosing a financial advisor is about more than credentials. It’s about understanding who you’re trusting, how they work, and whether they’ll still be there when life changes. Here are a few things that help explain Kent’s approach and why so many clients stay with him for decades.
Kent McKee, CFP®, CRPS™ — Wealth Manager
Kent holds the CERTIFIED FINANCIAL PLANNER® certification and Chartered Retirement Plans Specialist™ designations.
30+ years in Winter Park
Kent's family has been part of this community for four generations. His grandfather built and donated the Veterans' Memorial Fountain in 1921 that still stands near the Rose Garden on Park Avenue in Winter Park.
18-year average client relationship
Most advisors would rather not tell you their retention numbers. We lead with ours.
Fiduciary on fee-based accounts
Through a fiduciary standard, Kent is legally obligated to place your interests ahead of his own. Most accounts are fee-based which means when you do well, he does well.
Independent, clearing through Raymond James
He works for his clients. Investment services are offered through Raymond James — one of the most trusted names in the industry.
Our Process
The First Step Is a Conversation.
First, a phone call, where you talk to Kent.
There’s no commitment. No expectation. No pitch. Just a conversation to see if we’re a good fit for each other.
Then, a meeting.
Bring your questions — write them down if it helps. Bring a statement if you have one. We’ll talk through where you are, what you’re trying to figure out, and what your options look like.
Together, we’ll decide what makes sense.
That might mean a comprehensive financial plan or simply a few clear next steps and an investment strategy. Either way, you’ll leave knowing your best next steps.
And after that, we stay in touch.
Not because it’s policy, but because that’s how relationships work.
What Clients Often Ask
Frequently Asked Questions
What's the difference between a CFP® professional and a regular financial advisor?
A CERTIFIED FINANCIAL PLANNER® professional has met rigorous education, experience, and ethics requirements. It's one of the most respected designations in financial services. Kent holds both the CFP® certification and CRPS™ designation, reflecting specialized knowledge with comprehensive financial planning as well as retirement income planning specifically.
What does fee-based* mean — and why does it matter?
It means Kent's compensation is tied to how well he manages your assets and navigates risk management on your behalf, always in pursuit of your investment objectives, not a sales quota.
Do you help with retirement planning?
It's the heart of what we do. Whether you're five years into your career or five years away from retirement, we'll help determine your best next steps.
Do you offer estate planning and tax planning?
Yes. A good financial strategy doesn't stop at your investment portfolio. We help clients think through estate planning and tax planning as part of a comprehensive, personalized financial plan built around their specific financial needs and goals.
What should I bring to our first meeting?
A statement from your current accounts if you have one, and a list of questions. That's it. The first call is just a conversation — no paperwork, no commitment, no pressure.
Do you work with clients outside of Winter Park, Florida?
Yes. While we're based in Winter Park and have deep roots in the Central Florida community, we work with clients across the nation. If you're looking for a trusted financial advisor in the Orlando area, give us a call.
Pull up a chair.
I look forward to talking with you on your Discovery Call.
Let’s talk through your financial future.
*We primarily offer fee-based advisory services charging a flat fee based on a client’s total assets under advisement. However, if deemed appropriate and in our client’s best interest, we also provide commissioned brokerage services. Though our financial advisor provides clients with great care and recommendations, advisors only have a legal fiduciary obligation to advisory clients.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement. Services rendered will be dependent on applicable agreements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.