Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Dillon Kenniston, CFP®

We specialize in clients who hold or aspire to hold real estate directly.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
REWealth Planning Dillon Kenniston, CFP®
Sinking Spring, PA

Serving Clients Nationwide

We specialize in clients who hold or aspire to hold real estate directly.

(802) 558-7172

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Real Estate Investing
  • Retirement Planning
  • Taxes

About Me

Real estate investor, CERTIFIED FINANCIAL PLANNER™, and coach-at-heart

It can be hard for real estate investors to find a financial advisor that’s not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly.

I’ve spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity.

I’ll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. I’m a husband to Emily and daddy to Brielle. I enjoy fitness, chess, and music.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • XY Planning Network

Primary Location

Sinking Spring, PA 19608

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the Book Intro Call button above to schedule a complimentary call so we can get to know each other. You can tell me your story and what prompted you to reach out. I'll explain REWealth's services, costs, and answer any questions you have. Looking forward to it!

Offers Investment Management

Yes

About our Firm

REWealth was established in 2021 to be the source for helping real estate investors build financial freedom.

I have first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease, all while navigating job changes, hiring, promotions, bonuses, stock compensation, ESOPs, benefits packages, not to mention trying balance work with family life and outside interests.

Shock-jock headlines in market news regularly declare the sky is falling. But real estate investors know better, and are naturally inclined towards long-term thinking. You deserve more than a generalist advisor who’s trying to sell you a product or get you to sell your properties so they can manage the proceeds. You deserve conflict-free advice from not just an advisor, but a colleague and fellow real estate investor.

I’ve been blessed with a fantastic career and see the tremendous potential that real estate investing carries for others. I started REWealth to pay it forward and help others discover the same.

✅ Real Estate Investor-Focused: We get it. The last time you talked with a financial advisor, they pitched you on a mutual fund or annuity. Or maybe they tried to persuade you to sell your rental real estate and instead, put the proceeds into securities they can manage. As real estate investors ourselves, we understand the power of rental real estate and the place it can play in your pursuit of financial freedom.

✅ AUM Optional: Many advisors require that they manage your investments for you to become a client. Some even insist on an investment-centric, “beat-the-market” approach. By contrast, our Planning First approach puts your investments into the broader context of your goals and values. Investment management is an important piece of the overall financial plan, but we welcome DIYers. Investment management is a separate service with a separate fee.

✅ Fiduciary: We take upon ourselves the legal obligation to put client interests first. We do not accept commissions and are transparent on fees and terms. We’re independent from any bank, broker dealer, insurance company or custodian, so we’re free to provide conflict-free advice.

Education

University of St. Thomas, Master of Education (M.Ed.), Teacher Leadership | Westminster Theological Seminary, Master of Divinity (M.Div.) | Pennsylvania State University-Penn State Berks, B.A.s (x2), Communication Arts & Science and Professional Writing

Hobbies and Interests

  • Church
  • Family
  • Music
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • DIY Investors
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials
  • Real Estate Agents
  • Real Estate Investors
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor as a Small Business Owner?
Looking for a Christian Financial Advisor?
Looking for a Real Estate Financial Advisor?
Looking for a Financial Advisor in Sinking Spring, Pennsylvania?
Looking for a Financial Advisor Who Can Help You Retire Early?