About Us

The Conversations That Matter

Meaningful financial guidance starts with a conversation. The most important thing we can learn from someone isn't their account balance, but what they're working toward, what concerns them, and what they want their financial life to make possible. Everything else builds from there.

A rewarding part of this work is the moment a complex financial concept becomes genuinely clear to someone, when abstract numbers and projections connect to real life and a real set of goals. We bring institutional-level research and economic insight into every client conversation and work to translate it into guidance that's relevant to the person in front of us. That translation, from what the markets and data are saying to what it actually means for your financial life, is where we put the most care.

Our Mission

Our mission is to help our clients build, manage, preserve, and transition wealth across generations
by starting with the big picture and aligning every financial decision with their values and goals.

Always Learning, Always Current

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Financial planning is not a static discipline. Tax laws change, markets shift, strategies evolve, and the needs of the people we serve grow more complex over time. We invest continuously in research and professional education so that the guidance we offer reflects the current environment and the most current thinking in the field. Staying informed is how we stay useful.

A Practice Built on Introduction

Many of the individuals and families we serve are introduced to us by existing clients and professional relationships. We view that trust as something deeply meaningful, and to us, that is the highest compliment. When someone chooses to connect a friend, family member, or colleague with our firm, it reflects the confidence they have in both our guidance and the experience we provide. We never take that responsibility lightly. That kind of growth keeps us grounded, accountable, and focused on delivering thoughtful advice and lasting relationships.
We are grateful that our growth continues to be built through relationships that truly matter.

Meet Us

Kiley Demery

Founder & Financial Advisor

952-837-2687

kiley@demerywealthadvisors.com

I grew up on Camp Pendleton, a Marine base between San Diego and Los Angeles, where discipline wasn't something discussed so much as practiced. My grandparents played a significant role in shaping how I think about family,...

Jenna Sears-Demery

VP of Marketing & Development

952-837-2687

Jenna@demerywealthadvisors.com

Over more than two decades in sales and mortgage origination, I worked directly with people through some of the most significant financial decisions of their lives. What I learned in that time is that the experience someone has with...

Our Process

Our approach is structured so that every recommendation we make is grounded
in a thorough understanding of your goals, your circumstances, and your priorities.

I - Discovery Listen and Learn

The first step is learning what your goals are and what stands in the way.

III - Execute and Stay Engaged

Once your plan is in place, we stay engaged, track progress, and communicate consistently throughout.

II - Build Your Strategy

We build your personalized financial strategy and walk you through each recommendation before anything moves forward.

IV - Quarterly Check-Ins

We continue to check in with you to make sure your strategy flourishes and continues to work for you.

^{Begin The Conversation}Let’s Start Planning
For Where You Want To Be

Schedule a private conversation and take the first step toward clarity.
If you are ready for a more coordinated and intentional approach to wealth planning, we invite you to connect with us.

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