Greenfield, IN Office

KCPAG Financial Advisors LLC provides financial planning, portfolio management, retirement plan consulting and referrals to third‑party money managers for individuals, pension and profit‑sharing plans, trusts, estates and business clients. The firm reports approximately $22,496,129 in discretionary assets under management and serves about 405 clients through a team of 13 advisors operating across 27 offices.

The firm delivers ongoing, tailored asset management and planning, employing fundamental analysis and a mix of long‑ and short‑term strategies and offering both discretionary and non‑discretionary management. KCPAG also uses model‑based and sub‑advised solutions through program partners (Symmetry, American Funds, Bellatore) and can provide tax‑aware services such as tax transition and tax‑loss harvesting via third‑party providers.

KCPAG is owned by Kemper Capital Management LLC, which is majority‑owned by Kemper CPA Group LLP, and it discloses referral arrangements with the affiliated accounting and insurance entities and with third‑party managers and program sponsors. Unusually for a team of its size, the firm operates multiple offices (27) and, despite offering high‑net‑worth strategies through partners, its modest reported AUM and client count suggest a client base more weighted toward typical individual and plan clients than concentrated high‑net‑worth households.