Our esteemed guest today is Kiley Demery, a veteran financial advisor based in the Minneapolis area and licensed across multiple states. Kiley started in the industry over sixteen years ago, working for Northwestern Mutual and Wells Fargo Advisors. In 2016, he launched his own business, Demery Wealth Advisors. There, he specializes in investment, insurance, and plan design services for small businesses and individuals.

What makes this conversation special is that Kiley is Julia’s financial advisor. You get a peek into what a healthy, real financial advisor relationship looks like. Julia is not embarrassed to ask Kiley basic questions about finance. Kiley enjoys educating her. Along with Emerick and Daniel, they talk about retirement plans, real estate investments, tax deductions, good insurance plans, big life purchases, estate planning, and much more.

If you have ever been hesitant to approach a financial advisor, or if you aren’t sure how you should expect to be treated by your financial advisor, be sure to tune into this episode.

Resources:

Learn more at The Color of Money
Connect with Kiley Demery at demerywealthadvisors.com
Become a real estate agent HERE

Connect with Our Hosts

Emerick Peace:

Instagram: @theemerickpeace
Facebook: facebook.com/emerickpeace

Daniel Dixon:

Julia Lashay:

Produced by NOVA Media

This podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.

27. Managing Your Wealth: Saving and Investing with Kiley Demery