Kevin N. Gormley, CFP®, CPA Leading Edge Financial Planning, LLC

About Kevin N. Gormley, CFP®, CPA

Kevin specializes in working with generation X individuals and couples who need assistance in managing company incentive plans, maximizing their investments, and minimizing taxes. He also specializes in the fusion of investing, financial planning, and tax minimization strategies.

Kevin holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Personal Financial Specialist (PFS) professional designations. Kevin is an active Certified Public Accountant (CPA) in the state of Tennessee.

In addition to Leading Edge Financial Planning, Kevin has provided tax planning and tax preparation services for Accounting Consultants, Inc. for the last few tax seasons and continues to do tax work for them on a part time basis.

Kevin is a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and is a Board member on the East Tennessee Financial Planning Association (FPA).

He graduated with a Bachelor of Science Degree in Business with an emphasis in Finance from Susquehanna University in Pennsylvania. He was a four-year letter winner in football, played club Rugby, and was a member of Lambda Chi Alpha Fraternity. He received his Master of Science in Accounting (MaaC) with a focus on public accounting in 2012 from Strayer University. Prior to working in financial planning, Kevin spent 18 years in Pharmaceutical Sales, Training and Management.

Kevin lives in Knoxville with his wife, Jade, and their two sons.

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Ideal Clients

  • Business Owners
  • Gen X
  • Medical Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $99+/mo
  • Hourly Fee: $150/hr
  • AUM: 1.00%

SEC Records

States Registered

  • Florida
  • Louisiana
  • New Jersey
  • Tennessee
  • Texas