611 Columbia Street NW, 2D
Olympia, WA 98501
TELEPHONE - (360) 338-0645
Kevin Byrne is the founding member and President of Byrne & Company Wealth Management, LLC and has over twenty years experience in portfolio management and financial planning. He is committed and passionate about helping people navigate complex financial planning decisions and volatile financial markets.
Kevin loves the process of educating, informing, and guiding decision making as global financial markets and clients’ lives change. He created his company to provide consumers with an alternative to the large banks, brokers, and insurance companies by offering advice on a Fee-Only or hourly basis.
Prior to founding Byrne & Company Wealth Management, LLC, he spent ten years at Smith Barney helping clients pursue their desired lifestyle by creating customized financial plans and managing assets as portfolio manager. Before working at Smith Barney, Kevin developed his management skills as a project manager in the United States Air Force and later obtained an in-depth understanding of risk and insurance while at New York Life Insurance Company.
Kevin graduated from the United States Air Force Academy with a Bachelor of Science in Management and earned a Master of Science in Systems Management. He maintains his CFP® certification through the Certified Financial Planner™ Board of Standards, Inc.
He is a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading professional association of Fee-Only advisors, and a member of the Financial Planning Association (FPA). Kevin has served on a variety of boards including Habitat for Humanity, South Puget Sound Estate Planning Council, Harbor Church, and Capitol Little League.
Kevin is married with two children. When not working, he enjoys spending time with his family, tackling home improvement projects, church activities, playing guitar, and snow skiing.
We are available to speak via phone during normal business hours. If you are trying to connect after hours, please use the form below.
Address: 611 Columbia Street NW, #2D, Olympia, WA 98501
Phone: (360) 338-0645
Office Hours: 8:00 AM - 5:00 PM, Monday - Friday