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

August 12, 2026

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

August 12, 2026

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

August 12, 2026

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

August 3, 2026

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

August 3, 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.

July 29, 2026

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

July 29, 2026

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

July 29, 2026

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

July 28, 2026

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

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.