KDP Wealth Management

Financial Services • Medford, Oregon, United States • 1-10 Employees

Company overview

Headquarters	841 OHare Pkwy, Suite 200, Medford, Oregon 97504, US
Phone number	+15417736633
Websites	kdp-wealth.com kdpadvisors.com kdpwealth.com
NAICS	52
Founded	2002
Employees	1-10

Key Contact at KDP Wealth Management

Nancy J Sash

Director of Wealth, Wealth Advisor

KDP Wealth Management Email Formats

KDP Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@kdpwealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@kdpwealth.com	100%

About KDP Wealth Management

At KDP Wealth Management, LLC., we take a holistic approach to retirement and financial planning. We recognize that each of our clients has unique needs and wishes for their overall financial picture. Our practice partners closely with KDP CPA’s to provide each client with tax-optimized wealth management solutions and strategies. With our comprehensive approach, we provide specialized financial plans designed to address: Tax Planning, Retirement Planning, Investment Planning, Education Planning, Insurance Planning, Business Planning, Estate Planning, Asset Preservation and Income Protection. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. (www.finra.org, www.sipc.org) Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy/ for more information.

KDP Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

KDP Wealth Management has never raised funding before.

Frequently asked questions

KDP Wealth Management is located in Medford, Oregon, US.

You can reach KDP Wealth Management at +15417736633.

KDP Wealth Management was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

KDP Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at KDP Wealth Management

Nancy J Sash

Director of Wealth, Wealth Advisor

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