Let's move forward. Together.

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.

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.

Drew Kinney

Financial Advisor

Certified 401(k) Professional
View bio
- 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

Investing

Retirement Plan consulting

401(k) plan services

Professionals

Legacy planning

830 Alder Creek Drive
Medford, OR 97504

Drew Kinney

Financial Advisor

Certified 401(k) Professional
View bio
- 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

Investing

Retirement Plan consulting

401(k) plan services

Professionals

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.

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

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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

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