Since Kemp Financial Management was founded in 1988, we’ve been passionate about making a difference in the lives of our clients, with clear, independent advice to help each client feel financially comfortable and assured.
We believe in building life-long relationships through a unique, holistic approach that allows us to deeply understand your situation, values, needs and hopes everything that is important to you and your family.
We work closely with you to develop thoughtful strategies that are designed to help you achieve your goals and prepare you for all of life’s critical financial events.
And we’ll be there to advise you every step of the way.
Kemp Financial Management was founded in 1988 to provide families with independent and objective financial planning and advice. From the beginning, it was important to us to understand our clients’ personal and financial goals, to provide a comprehensive, caring approach, and to be a sounding board and partner in helping those we work with move forward into the future with confidence.
Our only measure of success is the success of our clients. This is at the heart of what makes us different.
In addition to families, we work with small businesses and individuals such as executives, business owners and single women. In order to provide a high degree of personal service and attention, we deliberately work with only a select number of clients.
As your financial advisor, we are firmly committed to putting your best interests first and foremost in everything we do. We adhere to an evidence-based investing approach when building portfolios, one based on almost nine decades of research and analysis, including the insights of eight Nobel Prize laureates.
We believe that an important component of excellent client service is collaborating with the right partners and creating strategic relationships. We work with a team of experts, including CPAs and Estate Attorneys, to determine the most beneficial course of action and strategy for the needs of our clients. We pride ourselves in working with some of the most respected companies in our industry. These experts and companies provide vital support services that allow us to concentrate on what we do best—serving and advising our clients.
We are proud to have made a difference in the many lives – and generations – of those who have entrusted us with their financial futures, helping guide them towards fulfilling their most deeply held values and goals.
Kemp Financial Management at a Glance
Founded in 1988
Based in North Orange County, with clients across California and 10 other states
Provides holistic wealth management services
Helps individuals and families prepare for education, retirement, post retirement, and philanthropy
We at Kemp Financial Management will always do our best to:
Treat you with respect, honesty and dignity
Educate you about the investing and the financial planning process
Strive to acquire a complete and accurate understanding of your personal situation, goals, and comfort with risk
Clearly explain the implications of every recommendation we make
Consult with you on any and all financial questions you may have
Update you regularly on the progress of your plan