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When it comes to Wealth Management services, KDP Wealth Management, LLC is the only partner you need. We look beyond the bottom line and we use our experience to evaluate what the numbers really say about your financial situation and help you create a strategy that achieves your financial goals.
841 O'Hare Parkway, Ste. 200 Medford, Oregon 97504
(541) 773-6633
(541) 773-1965
When it comes to Wealth Management services, KDP Wealth Management, LLC is the only partner you need. We look beyond the bottom line and we use our experience to evaluate what the numbers really say about your financial situation and help you create a strategy that achieves your financial goals.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth MangamentSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.
KDP Certified Public Accountants, LLP Remote Technical Support is a safe, secure, and easy to use solution for obtaining “on-site” technical support without having to wait for a support specialist to travel to your site. Using a high speed internet connection, RTS is just like having one of our support specialists sitting right at your desk working to resolve your computer problems.
KDP Certified Public Accountants, LLP Client File Transfer Portal provides you with the easiest and securest method of transferring your data to us 24 hours a day/7 days a week. Don’t waste time burning discs for a single file or struggling to email large files that take forever to load. This is a safe, secure, and simple way to transfer to and from KDP. This feature is for CPA materials only. Please contact us for Wealth Management secure transfers.
KDP Certified Public Accountants, LLP
Medford Office:
841 O’Hare Parkway, STE 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Bend Office:
395 SW Bluff Drive, STE 200
Bend, Oregon 97702
Phone: +1 541 382 4791
Boise Office:
101 S. 27th Street, STE 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.