Kinsale Financial - Sean Doherty

Your trust. Our Experience.

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality

Welcome to Kinsale Financial

We believe in nurturing lasting relationships within our community. As your financial partner, we're dedicated to understanding your unique goals and aspirations, crafting personalized strategies to help you achieve them.

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Work With the Best

No matter how complex your investing situation is, we can help.

Our Team

Our Clients

We maintain strategic knowledge across a broad range of investor profiles, specializing in the accumulation and preservation of your wealth

September 8, 2026

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

September 1, 2026

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

September 1, 2026

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

August 31, 2026

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

August 27, 2026

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

August 27, 2026

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

August 26, 2026

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

August 26, 2026

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

August 26, 2026

Debt Stress

There’s a link between debt and stress.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Contact Us

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and experience.

Our Three Step Process

STEP

1

Initial Discovery

We begin with an in-depth discussion to understand the client's financial goals, current financial situation, and any specific concerns or challenges they may have.

STEP

2

Personalized Plan

Then we develop a tailored financial plan based on the information gathered during the discovery meeting. This plan will address the client's goals, time horizon, and any other relevant factors.

STEP

3

Communication

Establish a system for regular communication and monitoring to ensure the financial plan stays aligned with the client's evolving circumstances and market changes.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.