Let's move forward. Together.

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No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Drew Kinney

    Financial Advisor

    Certified 401(k) Professional

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • HI
    • ID
    • LA
    • ME
    • MI
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • OR
    • SC
    • TN
    • TX
    • UT
    • VT
    • WA
    • WY

    Drew is a Financial Advisor and Certified 401(k) Specialist for UBS Financial Services, Inc. and focuses his expertise on financial planning and retirement planning. In additional to serving individual clients, Drew has spent the last five years working with 457(b), 401(k), 403(b), & PERS retirement plans by assisting plan sponsors, working professionals, pre-retirees, and retirees in their financial planning needs.

    Drew is passionate about working in Financial Services and he believes that money is not everything, but understands that money impacts almost everything. Because of this, Drew works to implement sounds strategies that will allow his client’s to use what they have and turn it into what they need for the present and future. Being affiliated with UBS Financial Services provides Drew with the team and resources needed to help his clients achieve their financial goals.

    As a Financial Advisor, Drew recognizes that continuing education is essential in providing his clients with the best services in the ever-changing environment of the financial services industry. He also understands that education and expertise are an important component in differentiating himself from other Advisors and is always looking for opportunities to learn and sharpen his expertise. 

    Outside of the office, you will find Drew spending most of his time with his wife and four daughters. He values the potential in others and spends time volunteering as a mentor for youth and young adults on a weekly basis. On his ideal day, you might find Drew at his favorite coffee shop, going for a run, whipping something up in the kitchen, sharing a meal with others, visiting Disney, learning something new or reading a book.

      • Rogue Community College, Associate of General Studies: 2016
      • Vision University, Bachelor of Ministry: 2006
      • Certified 401(k) Professional
      Financial planning
      Long-term care planning
      Retirement planning
      Retirement Plan consulting
      401(k) plan services
      Legacy planning
      830 Alder Creek Drive
      Medford, OR 97504

    Defining your priorities. Pursuing what matters.

    Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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    Managing wealth is our craft

    We’re committed to understanding what wealth means for you.

    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

    Backed by the strength of UBS

    A global leader in wealth management

    $5+ trillion

    In invested assets globally 
    As of 11/07/2023

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager