Where Clarity Creates Abundance.Growth.Peace of Mind.

We provide coaching, education, and advice on the disciplines of wealth management which allows our clients to manage their lives and wealth more effectively.

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Our mission is to be an advocate for our clients while focusing on sustainability of quality of life.

Let’s talk about life…

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Our
Approach

We embrace a proactive, fair-minded, holistic, qualitative, and quantitative process.

Our Vision

Our vision is for continuous and sustainable growth in our ability to provide low cost, best in class, Private Wealth Management services.

Our
Mission

Our mission is to be an advocate for our clients while focusing on sustainability of quality of life.

Empowering investors, Enriching futures

We are Private Wealth Managers

We provide coaching, education, and advice on the disciplines of wealth management which allows our clients to manage their lives and wealth more effectively.

We also understand the challenges our clients face in managing their careers, families, and personal lives by providing support that will help them:

  • Focus on what they value the most

  • Broaden their perspective

  • Improve their ability to ask better questions

  • Enhance their ability to make better decisions

  • Simplify their lives

  • Elevate their quality of life

Two Women Talking

what we offer.

Asset Management Services

Our focus is on sustainability of quality of life. Sustainability can be defined as 20, 40, 60 years or more. We work with you to determine the most appropriate investment allocations that will serve your investment needs in the near term as well as standing the test of time.

Lasting Relationships are built on trust……We seek to understand…Lasting Relationships are built on trust……We seek to understand…

Let’s talk about the math of life.

Our Investment philosophy

We believe no one possesses the ability to consistently predict the future. The perfect investment – it doesn’t exist!

Our approach to investing isn’t about chasing returns. It’s about…

  • …managing risk.

  • …keeping expenses low.
  • …you – keeping more of your money.

  • …you – creating certainty in an uncertain world.

  • It’s simply about – you!

Start the Conversation

812-376-6463

We embrace a proactive, fair-minded, holistic, qualitative, and quantitative process.

Our Fiduciary Standard

McAvoy Kemp Wealth Management, LLC is a Registered Investment Advisor and is registered with the Indiana Secretary of State Securities division under the Investment Advisers Act of 1940.

The Investment Advisers Act of 1940 holds those registered with the act to a fiduciary standard. The U.S. Department of Labor has recently defined fiduciary as one of “impartial conduct” which means:

  • Duty of Care: The duty to act with care, skill, prudence, and diligence (a “prudent person” standard).
  • Duty of Loyalty: Includes three key responsibilities

1.Undivided loyalty – to act without regard to the financial interests of the financial advisor, its firm or its affiliates.

2.Reasonable compensation – to ensure the compensation received is not excessive relative to market value of benefits by the client; and

3.Accurate communication – to not make misleading statements about items such as fees, risk, or conflicts of interest.

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