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Ken McAndress
My Services
As a B. Riley Wealth advisor, I am committed to your financial well-being throughout your lifetime. I provide comprehensive, collaborative financial solutions for individuals and families, businesses and institutions, non-profits, trusts, foundations and endowments.
I look forward to working with each of my clients to develop a strategic plan that addresses all aspects of your financial picture, including:
Retirement income planning
Investment planning & coordination
Financial strategies
Risk management & insurance
Alternative investments
Managed investment portfolios
Corporate retirement plan advisory services
Trust account coordination*
Lending & liquidity resources*
*Services offered in coordination with third-party advisors or providers.
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