Kevin McDermott, CFP®, AIF®

Kevin McDermott, CFP®, AIF®

Principal

kmcdermott@kathmere.com

Professional

As principal of Kathmere Capital, Kevin is an experienced wealth management and retirement plan advisor to a select group of organizations and families.  He has earned the Certified Financial Planner™ (CFP®) designation, focusing his practice in two main areas: (1) comprehensive wealth management planning for affluent and emerging affluent individuals and families, which includes their investment management, retirement income, business succession and estate planning needs and (2) 401k, Pension Plan and Institutional Account Due Diligence, Fiduciary Consulting, strategy and plan selection for business owners and institutions.

 

A 1999 graduate of St. Joseph’s University, Kevin joined the financial services industry in January of 2001.  Prior to joining Kathmere Capital, Kevin was a principal and co-founder of The Philadelphia Group, now Independence Square, an advisory firm that he helped to build and shape for more than a decade.

 

Personal

Kevin is an accomplished golfer and was a scholarship athlete during his time at St. Joseph’s.  He and his wife, Lauren, donate their time, energy, and resources to numerous local charities.  They were married in 2011 and have 2 children, Brendan and Caitlin.  They reside in Newtown Square, PA.



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