Princeton Retirement Planning & Wealth Management, LLC is a financial services firm in Princeton, New Jersey. The company was founded with the belief that the interests of the client must always come first. Our relationships are built on trust, competent financial advice, continual communication, and prompt personal service. We specialize in providing investment and financial design options to individuals and businesses – creating and strengthening a stress-free retirement for themselves or their employees.
We believe that education and understanding of your current situation is vital to making prudent decisions about your financial future. Our mission is to guide our clients through the design and creation of their ideal retirement by integrating and strengthening the various aspects of their financial life in order to provide a sense of freedom and peace of mind during their retirement.
Kevin Graham, AIF®, CRPC®
Kevin Graham is the owner and principal of Princeton Retirement Planning & Wealth Management, LLC. Offering over 30 years in the financial services industry, Kevin is well-known for his “hands on” approach to financial guidance. He helps clients make their dreams a reality by keeping them focused on where they want to go, advising on how to get there, and continually reminding them of the importance of maintaining a disciplined approach.
Kevin currently holds FINRA Series 7, 24, 63, and 66, as well as a license to sell life insurance. As an Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Planning CounselorSM (CRPC®) designee, he understands the fiduciary responsibility that employers face and is available to advise and help manage those responsibilities.
In his free time, Kevin is an avid golfer and fisherman. He resides in the Bucks County, PA area with his wife of over 30 years and their twins.