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Through our comprehensive approach to private wealth management, we provide unique, sophisticated financial solutions.
Have you ever been advised to “Check with your CPA” before investing?
Most brokers and investment advisors are precluded from providing tax advice, but at KDP Wealth Management, LLC, our CERTIFIED FINANCIAL PLANNER™ professional and team of experienced Certified Public Accountants, work together to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.
There are a lot of moving parts in successful retirement planning. It can seem like a daunting task. At KDP Wealth Management, we enjoy the process, and are committed to tailoring a plan that is right for you.
Is your financial security worth a second look? At the heart of KDP’s commitment to providing you with trusted Private Wealth Management services is our ability to coordinate your tax strategies with your financial solutions. More than just a financial planner, let us look with tax-trained eyes to ensure a synergistic approach to achieving your financial goals.
Contact KDP Wealth Management, LLC today to learn how we can help you create a complete wealth management plan designed with your future in mind. Call us at (541) 773-6633, or Click here to request a complimentary, no obligation confidential financial review and consultation.
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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
Oregon office:
841 O’Hare Parkway, Ste. 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Idaho office:
101 S. 27th St. Ste. 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Email: info@kdpllp.com
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.