KCG Investment Advisory is an independent, fee-only Registered Investment Advisory firm, led by 30-year financial services veteran Kimberly C. Good, ChFC®, CFP®, CIMA®.
She and her team manage individual and corporate wealth, as well as the assets of select endowments and foundations, and take the time to understand you, your needs, and the impact you wish to make.
Kimberly takes the firm’s fiduciary responsibility very seriously, which means decisions are made with your best interests in mind, and with a commitment to the highest standards of integrity and care. As a Destiny Wealth Partners firm, KCG Investment Advisory offers a broad range of services and products to help you achieve your financial goals, including an affiliated wealth management firm with three offices in Florida, a 401(k) firm and Destiny Family Office for high net worth and ultra-high net worth clients.
Our team looks beyond traditional wealth management to help you identify and measure where you are and where you want to be using key indicators that are vital to your financial health and comfort. We then customize your financial plan specifically for you. Our unique process encourages the development of relationships that allow us and your other trusted advisors to all work together on your behalf.
The collective wisdom of our relationships continues to define our team, and we believe this knowledge has led to the national recognition of Destiny Wealth Partner’s Founder Tom Ruggie, ChFC®, CFP®, by financial industry leaders including Barron’s, Forbes/Shook Research and the Financial Times, as well as Tom’s selection to the Forbes Finance Council. (See our disclosures page for criteria and methodology used for each recognition.)