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

October 9, 2026

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

October 9, 2026

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

October 9, 2026

A Brief History of Estate Taxes

Federal estate taxes have long been a source of funding for the federal government.

October 9, 2026

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

October 6, 2026

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

October 6, 2026

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they'll spend in retirement. This short, insightful article is useful.

October 1, 2026

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

September 30, 2026

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

September 29, 2026

Social Media: Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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.