Kevin Hermis

Kevin Hermis

Director, CFP® · +1 (281) 771 3302

Leave a messagearrowCreated with Sketch.

Kevin Hermis is a director in Baker Tilly’s wealth management practice.

Kevin is the director of private client services in Baker Tilly’s Houston office. As a CERTIFIED FINANCIAL PLANNER™, he actively helps families, executives and business owners build, manage, protect, and transition their wealth through integrated financial planning.

He has experience with a wide array of investment vehicles and a keen eye for how he can utilize them to help support client’s goals. Using a values-based investment philosophy, Kevin helps ensure client’s plans are on track to accomplish what they really want. As part of a fee-only fiduciary team, he is legally liable and morally driven to do right by his clients.

Kevin Hermis offers investment advisory services through United Capital Financial Advisers, LLC (United Capital), a registered investment adviser. United Capital is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. All other professionals listed herein are not representatives of United Capital. United Capital does not provide tax or legal advice. Investors should consult their tax and legal professional with questions about their particular circumstances. No United Capital advisers are attorneys. Estate planning can involve a complex web of tax rules and regulations. Please consider the counsel of an experienced legal professional before implementing any strategy. Baker Tilly Virchow Krause, LLP (Baker Tilly) and United Capital are separate and unrelated companies.

  • Integrated financial planning
  • Retirement planning
  • Asset protection strategies
  • Estate planning
  • Investment and securities planning

Location

Texas

Education

University of Houston
Bachelor of Business Administration in finance and marketing

Texas Tech University
Master of Business Administration