Mcavoy Kemp Wealth Management, LLC

Overview

Mcavoy Kemp Wealth Management, LLC operates as an independent RIA organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, and its advisory scope also covers small businesses and other business or institutional clients. Core services are financial planning and discretionary portfolio management. Compensation mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm is not positioned as a capital allocator and does not report active ESG investing. It lists an affiliation with an insurance company. Mcavoy Kemp is not a multi-state adviser according to the provided snapshot.

Assets & Accounts

Investments & Alternatives