How does the advisor help clients – Key Takeaways:
As financial experts at McAvoy Kemp Wealth Management, LLC, our aim is to provide our clients with personalized and comprehensive financial solutions. We understand that each individual or organization has unique financial goals and circumstances, which is why we offer a tailored approach to financial planning.
Here are some key takeaways on how our services can help our clients:
- Personalized financial planning: We take the time to understand our clients’ current financial situation, future goals, and risk tolerance to develop a customized financial plan that aligns with their needs and objectives.
- Diverse range of services: Our team of financial experts offers a diverse range of services such as investment management, retirement planning, tax planning, and estate planning to help our clients achieve their financial goals.
- Ongoing support and guidance: We provide ongoing support and guidance to our clients to ensure that their financial plan remains effective and relevant in light of any changes in their personal or financial circumstances.
- Regular reviews and updates: We believe in regularly reviewing and updating our clients’ financial plans to ensure that it remains aligned with their changing needs and market conditions.
Facts and Insights
We pride ourselves on being a client-focused financial management firm that prioritizes the needs and goals of our clients. Here are some facts and insights that demonstrate our commitment to our clients:
- Founded in 2010, McAvoy Kemp Wealth Management, LLC has been providing tailored financial solutions to clients for over a decade.
- We have a team of experienced financial advisors with a combined total of over 50 years of experience in the financial industry.
- Our firm has assets under management (AUM) of over $500 million, indicating our ability to manage significant amounts of wealth for our clients.
- We are proud to have a high client retention rate, with over 95% of our clients continuing to work with us for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2010 | $500+ million | 10 |
Financial Services Offered
At McAvoy Kemp Wealth Management, LLC, we offer a diverse range of financial services to help our clients achieve their goals and secure their financial future. Our services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
Our services are tailored to meet the unique needs and goals of our clients. We work with a wide range of individuals and organizations, including:
- High net worth individuals
- Business owners
- Retirees
- Executives
- Non-profit organizations
- Small and medium-sized businesses
Fees & Compensation
We believe in maintaining transparency with our clients when it comes to fees and compensation. Our fees are based on a percentage of AUM, and we do not receive compensation from any third-party for recommending specific financial products to our clients. We believe that our fees align our interests with those of our clients, as we only profit when our clients’ investments grow.
Background
McAvoy Kemp Wealth Management, LLC was founded in 2010 by John McAvoy and Tim Kemp, with a vision to provide personalized and comprehensive financial solutions to clients. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and provide them with peace of mind.
Financial Advisor Disclosures to Know
As a registered investment advisor, we are required to disclose any potential conflicts of interest to our clients. We are committed to acting in our clients’ best interests and take the necessary steps to avoid any conflicts. Our clients can trust that we have their best interests at heart and will always act with honesty, integrity, and transparency when it comes to their financial