Katie Kingsman

Kingsman Wealth Management is an independent fiduciary investment firm offering personal wealth management and retirement planning. Katie Kingsman, the founder and managing member, advises clients on long-term planning, including retirement, tax savings, education savings and charitable giving. The firm also works with business owners and retirement plan administrators on plans such as 401(k)s, 403(b)s and non-qualified deferred compensation.

The firm serves clients in Florida and Tennessee and works with clients remotely across the country. Meetings can be in person or virtual. The main office is on West Government Street in downtown Pensacola, and the team also has an advisor in Chattanooga, Tennessee. Advisor John Cosgrove brings 35 years of financial services experience.