Comprehensive Capabilities. Unique Insight and Experience. Working for You.

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Independent Wealth Advisors

KinneyMunro is an independent wealth advisory firm founded by financial services veterans embracing holistic financial health. We are dedicated to our clients, providing objective advice and creating comprehensive wealth plans focused on their best interests. Those plans are informed by the insights we have gained over three decades of investing experience.

We aim to add value by delivering a differentiated investing experience—powered by a personalized investment portfolio and further customized via advanced wealth planning strategies, including estate and tax planning, insurance solutions and trust services—that help you reach your wealth goals.

Brian Kinney and Bill Munro founded KinneyMunro. Brian served as chief investment officer at State Street Bank, where he oversaw an investment portfolio of more than $100 billion and the bank’s funding operations. Bill brings 30 years of experience gained at JPMorgan advising highly sophisticated clients on their investment strategies and exposures. Now, we’re excited to be working for you.

Together, we are focused on offering clients a powerful approach to meeting needs across the personal finance spectrum, from investment management to trusts and estates.

Brian Kinney
[email protected]
(617) 224-9503 Office

William ‘Bill’ Munro
[email protected]
(617) 224-9504 Office

275 Grove Street
Suite 2-400
Newton, MA 02466

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Mariner Advisor Network (MAN) is a brand utilized by Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Investment advisory services are offered through Investment Adviser Representatives (“IAR”) registered with MPS.

The IAR associated with MPS maintains a separate business entity, KinneyMunro Wealth Advisors, through which they market their services. The separate business entity is not owned, controlled by, or affiliated with MAN or MPS and is not registered with the SEC. MPS does not provide legal or tax advice. Please refer to the links below for additional information.

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