Kingsman Wealth Management of Ferry Pass

Kingsman Wealth Management of Ferry Pass is a wealth management firm in Ferry Pass, FL, located at 320 W Government St. The firm operates as an independent fiduciary investment firm serving clients in Florida, Tennessee, and remotely across the country. Advisors Katie Kingsman and John Cosgrove provide boutique fiduciary financial advising services designed to serve client needs and best interests. The firm offers retirement planning for business owners and retirement plan administrators, including work with 401(k)s, 403(b)s, and non-qualified deferred compensation plans. Personal wealth management services include comprehensive financial planning and investment strategies. The business holds a rating of 5.00 based on customer reviews.

Katie Kingsman is a fiduciary wealth advisor and founder with over a decade of experience in the finance industry, serving professionals and seniors. She helps clients reach financial goals through personalized advice on long-term planning, including retirement, education savings, and charitable giving. John Cosgrove, Ph.D., is a fiduciary wealth advisor with 35 years of experience in the financial service industry. He has worked with large corporate divisions, small businesses, churches, nonprofits, and public organizations. As fiduciary advisors, the team is obligated to provide recommendations and make financial decisions that serve the client’s best interest. The firm gains no commissions for its recommendations.

The firm aims to empower clients and their families to live a fulfilling and enriching life with financial freedom. Its main office is in downtown Pensacola, Florida. The firm brings the benefits of working with a large financial firm to clients with the personalized service of a local business. The firm is known for its positive rating from the customers who have reviewed it.

Kingsman Wealth Management of Ferry Pass combines its fiduciary obligation to act in the client's best interest with decades of combined experience to serve the financial planning needs of the Ferry Pass and Pensacola community.

BizScoreAI gives Kingsman Wealth Management of Ferry Pass a Performance score of 93 out of 100, which reflects fast website loading that keeps visitors on the page and helps with search engine ranking. The firm also earns a Discoverability score of 75 out of 100, showing that AI crawlers can access every page so AI assistants can recommend the business. Additionally, the firm ranks number 2 of 3 Wealth Management businesses that BizScoreAI has scored in Ferry Pass.