Independent Financial Planner, Montgomery County, PA
Clear, personal financial planning to help you make the most of your money and enjoy the life it’s for.
From 2024 to 2026, I served as an advisor at Vanguard, where I guided more than 200 client households and managed over $150 million in client assets.*
Independent financial guidance for individuals and families in Pennsylvania and nationwide.
“The person you can actually call.”
Meet Your Financial Planning Partner, Kevin Belskie
Good financial decisions start with clarity and confidence. My job is to help you see your whole picture clearly, understand your options, and feel secure about your plan. Think of me less as a distant expert and more as the person you can actually call, whether you’re mapping out retirement or thinking through your next big goal.
Planning for Your Whole Financial Life
As an independent Registered Investment Advisor, I’m obligated to put your interests first, every time. Your plan is built around your life, your timeline, and your values, not a rule of thumb. Every decision is for you.
Investments are one piece. I help you connect the dots across taxes, retirement, estate, and everywhere else money touches. You’ll always know what you’re paying and what you’re getting. No hidden commissions, no surprises.
Coordinated, year-round tax awareness.
A clear path to and through retirement.
Your wishes, documented and aligned.
No hidden commissions, no surprises.
Financial Planning for Every Stage of Life
Financial Planning for Every Stage of Life
I work best with people who want more from their money and a partner they can trust to guide them.
Retirement Planning for Pre-Retirees and Retirees
Whether retirement is a few years off or already here, I help you make confident decisions about how to get there and how to make the most of it.
Taking Charge of Your Finances for the First Time
Whether you’re managing money on your own for the first time, stepping into decisions someone else used to handle, or simply ready to understand what you own and why, you’ll get a patient, judgement-free partner and plain-language guidance every step of the way.
Ways to Work With Fat Cat Financial Advisor
Comprehensive Financial Plans, Retirement Planning, Investment Management, Tax Planning, Estate Planning, College Savings, Ongoing Wealth Management, Social Security Planning, Employee Benefits and Medicare, Insurance and Risk, and Hourly Financial Consulting.
Financial Planning Questions, Answered
A few of the things people ask me most: What does a financial advisor actually do? How much does a financial advisor cost? Do I have to be wealthy to work with you? Can you work with me if I live outside Pennsylvania?
Experienced Financial Planning You Can Rely On
Before founding Fat Cat Financial, I spent seven years at Vanguard, serving as an advisor from 2024 to 2026. I’ve been a licensed investment advisor since 2021 and a CFP® professional since 2023.
Over $150 million in client assets managed and more than 200 client households advised while at Vanguard, an unaffiliated prior firm.*
Always acting in your best interest.
No hidden commissions, no surprises.
Certified Financial Planner since 2023