Fourth Generation Financial is a full-service financial firm committed to the virtues that help people reach their goals. Founder, Kent McKee, is the fourth generation of his family to reside and serve in the Winter Park and Orlando communities. The City of Winter Park still enjoys the beautiful fountain donated by Mr. McKee’s grandfather to honor those who served in the armed forces. It provides a reminder and testament to the spirit of building things that last.
Our firm recognizes that the best things in life are often free, and peace of mind is priceless. For those with intangibles at the top of their bucket list, money management is usually the means to an end. Their true intent is to attain the best options that money can provide. Whether the goal is taking care of our loved ones, gifting, or allowing ourselves a deserved indulgence, the family financial plan is at the heart of most responsible decisions.
Kent McKee has maintained a financial planning practice for over 22 years in the Orlando and Winter Park communities. We provide strategic money management and customized solutions for each client. We develop personal relationships with the extended families of our clients and provide opportunities for ongoing education about their plan. Fourth Generation Financial offers top-rated, comprehensive resources resulting from long-standing affiliations within the industry.
The foundation of our clients’ success is quality decisions based on a long-term perspective, and core values that bring stability to today’s volatile economy. Every investor has unique experiences which color his or her investment style. Our clients are encouraged to share their stories and concerns with wealth management, which become the foundation of their own financial plan.