Business Details
Your Trusted Partner for Holistic Wealth Management Solutions
McAvoy Kemp Wealth Management is a registered investment advisory firm dedicated to providing holistic wealth management solutions. Our approach combines coaching, education, and fiduciary advice to help clients navigate complex financial decisions. With over 27 years of industry experience, we prioritize trust, transparency, and personalized service. Our proprietary Six for Life Blueprint Program addresses both qualitative and quantitative aspects of financial well-being, emphasizing sustainability and long-term quality of life. We operate under a fiduciary standard, ensuring all recommendations align with clients' best interests while maintaining strict confidentiality and ethical conduct. 
Services
Wealth Management
Investment Advisory
Retirement Planning
Estate Planning
Financial Coaching
Highlights and features
- We operate under a strict fiduciary standard with 27+ years of financial services experience
- Our proprietary Six for Life Blueprint Program addresses all aspects of financial well-being
- We charge transparent, fee-only compensation with no product commissions
- Our team holds advanced certifications including CRPS, AAMS, and AWMA designations
- We maintain custody-free relationships through Fidelity Clearing & Custody Solutions
Services
Wealth Management
Our comprehensive wealth management services combine investment advisory with life coaching to address both financial and personal aspects of wealth. We help clients develop strategies that align with their values and life goals. Our approach focuses on long-term sustainability and holistic financial well-being.
Investment Advisory
As registered investment advisors, we provide fiduciary-level investment management services tailored to individual risk tolerance and financial objectives. Our strategies emphasize risk management, tax efficiency, and long-term growth. We offer transparent fee structures with no product commissions.
Retirement Planning
Our retirement planning services help clients navigate the transition from wealth accumulation to sustainable income distribution. We address Social Security optimization, tax planning, and healthcare cost management. Our approach considers both financial and lifestyle aspects of retirement.
Estate Planning
We assist clients in developing comprehensive estate plans that ensure their wishes are honored while minimizing tax implications. Our services include legacy planning, trust evaluation, and beneficiary designation strategies. We coordinate with legal professionals to implement effective solutions.
Financial Coaching
Our financial coaching combines behavioral finance principles with practical money management. We help clients develop healthier financial habits through open-ended questioning and values clarification. This service addresses emotional aspects of financial decision-making.
People
Jim Kemp
Managing Partner
Jim Kemp has 27 years of financial services experience and holds multiple certifications including CRPS, AAMS, and AWMA. He specializes in holistic wealth management and life transitions planning.
Cheryl McAvoy
Managing Partner
Cheryl McAvoy brings extensive business and financial planning experience, having worked in engineering and corporate finance before transitioning to wealth management. She focuses on client education and strategic planning.
Questions
What services do you offer?
We provide wealth management, investment advisory, retirement planning, estate planning, and financial coaching services tailored to individual client needs.
How are you compensated?
We charge transparent, fee-only compensation based on assets under management with no product commissions or hidden fees.
Are you legally required to act in my best interest?
Yes, as a registered investment advisor, we operate under a fiduciary standard requiring us to always act in clients' best interests.
What is the Six for Life Model?
Our proprietary framework addresses five qualitative life aspects and one quantitative financial component to create holistic wealth management solutions.
In which states do you provide services?
We serve clients in Florida, Illinois, Indiana, Kentucky, Ohio, Texas, and Wisconsin.
