Kevin Ross, CLU, ChFC | Source | Financial Advisor at Cardea Capital Advisors

A 30-year+ industry veteran, Kevin has twice been recognized as a "Five Star Wealth Manager", ranking him among the top financial advisors in the Greater Philadelphia area, as featured in Philadelphia Magazine. Kevin has been featured in Forbes, Money Magazine, Suburban Life Magazine, and Philadelphia Magazine.

Through Cape Investment Advisors- a Registered Investment Advisor, Kevin offers a diversified array of financial solutions to meet his clients' needs. From traditional wealth management to venture capital and private equity opportunities, Cape Investment Advisors has expertise and access. We custody our assets with top-tier broker/dealers such as Charles Schwab, to ensure your assets are safeguarded by trusted custodians with SIPC protection.

Kevin has built a name for himself in the area of risk-managed investments and tax advantaged accumulation strategies. Additionally, some of these strategies utilize "wrappers" that provide substantial creditor protection- a very valuable benefit to those in professions exposed to a heightened risk of litigation, such as physicians/surgeons, attorneys (yes, attorneys are often sued), business owners, CPAs, real estate agents, and nurses.