A complete list of active advisors currently associated with McAvoy Kemp Wealth Management, LLC
Warmer can help you find a great advisor at McAvoy Kemp Wealth Management, LLC or one who fits your needs even better.
McAvoy Kemp Wealth Management provides tailored financial planning and discretionary portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, and trusts. Services include goal-setting, cash flow and net worth analysis, estate and tax-related planning, and asset-allocation recommendations delivered on an account-by-account basis. The firm’s investment process centers on setting target asset allocations, periodic rebalancing, and reviews that consider liquidity, risk tolerance and changing client objectives; reviews are provided quarterly or in response to material events. MKWM typically manages accounts on a discretionary basis while allowing clients to impose written investment restrictions, though the firm may decline or terminate relationships if restrictions impede proper servicing. Notably, MKWM’s advisory representatives are also registered representatives of a broker‑dealer and some are licensed insurance agents affiliated with an affiliated insurance agency, and the brochure discloses that advisers may receive commissions for securities and insurance product sales—an arrangement the firm identifies as a potential conflict of interest. The firm also discloses participation in a stock-appreciation rights program tied to the broker‑dealer, a policy of not aggregating block trades, and that it does not vote client proxies, practices that differentiate it from many peers.
To learn more about the advisors currently working at McAvoy Kemp Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse McAvoy Kemp Wealth Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Columbus, IN
| 34
| |
Columbus, IN
| 21
| |
Bloomington, IN
| 21
|
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