At Demery Wealth Advisors, we help business owners, pre-retirees, retirees, families, and individuals bring clarity and structure to the financial decisions that matter most.
Your wealth is more than a collection of accounts. It is your income, your legacy, your business, your family, and your future. Our role is to help you organize the moving pieces, align your strategy, and help you make thoughtful decisions with clarity and confidence.
We work with individuals, families, and business owners who value coordinated guidance and want a long-term advisory relationship built around clarity, planning, and trust.
Our clients often come to us when they are ready for a more organized, strategic, and personal approach to wealth.
The most important thing we can learn from someone isn't their account balance, but what they're working toward, what concerns them, and what they want their financial life to make possible. Everything else builds from there.
Four coordinated planning pillars designed to help organize the moving pieces of your financial life.
Disciplined portfolio guidance aligned with your goals, risk tolerance, time horizon, and income needs.
Includes asset allocation, ongoing portfolio oversight, rebalancing, performance monitoring, and tax-aware investment coordination.
A thoughtful approach to turning assets into income with structure, flexibility, and long-term sustainability in mind.
Includes cash flow planning, withdrawal sequencing, RMD coordination, income strategy, and scenario analysis.
Forward-looking planning designed to help reduce unnecessary inefficiencies across your financial life.
Includes coordination around investment accounts, retirement income, charitable strategies, tax-loss harvesting, and annual planning conversations with your tax professional when appropriate.
Guidance to help align your wealth with your long-term wishes for your family, business, and legacy.
Includes beneficiary review, account structure coordination, estate plan review, legacy planning conversations, and collaboration with your estate attorney when needed.
We coordinate investments, income, taxes, risk management, estate planning, and major financial decisions through one integrated planning lens.
This coordinated planning process helps reduce confusion, uncover opportunities, and support better long-term decision making. Every part of your financial life should have a purpose, and every major decision should connect back to the bigger picture.
Our goal is simple: to help you build, manage, preserve, and transition wealth with greater clarity and intention.
A planning relationship that continues to evolve with your life, business, family, and financial priorities.
Regular review meetings based on your needs and complexity.
Communication and planning updates as your needs evolve.
Market, tax, and retirement planning topics explained clearly.
Guidance during major life, business, and financial decisions.
Events, briefings, and planning conversations throughout the year.
We believe wealth should be managed with discipline, care, and purpose.
Every recommendation is grounded in your goals, your values,
and your long-term vision.
VP of Marketing & Development
Jenna creates thoughtful opportunities for clients to learn, connect, and feel appreciated. She plans 7–10 client-centered events each year, from educational discussions to gatherings that strengthen relationships. Together, Jenna and Kiley put clients’ needs first, with personal attention and care at the heart of the Demery Wealth Advisors experience.
If you are preparing for a transition, organizing multiple financial priorities, or looking for a more coordinated advisory relationship, we welcome a private conversation.
Kiley Demery