Kemble Financial Team

Listen Design Build

Committed to listening to what is most important to you and doing our best to design customized financial blueprints that will help you to build a brighter future.

Listen Design Build

Committed to listening to what is most important to you and doing our best to design customized financial blueprints that will help you to build a brighter future.

Kemble Financial Team

Listen Design Build

We make lives better by solving the financial challenges of a changing world.

Listen Design Build

We make lives better by solving the financial challenges of a changing world.

Kemble Financial Team

Listen Design Build

Committed to listening to what is most important to you and doing our best to design customized financial blueprints that will help you to build a brighter future.

Listen Design Build

Committed to listening to what is most important to you and doing our best to design customized financial blueprints that will help you to build a brighter future.

Meaningful Solutions for Your Financial Needs.

The cornerstone of Kemble Financial is providing meaningful solutions to the financial needs of our clients. We believe this is best accomplished by thoroughly evaluating a person’s current situation and future goals.

We strive to engage in a meaningful dialogue that will address your needs and concerns. Together, we will agree upon how often your financial situation should be reviewed and commit to making appropriate adjustments as your goals change. In short, we hope to establish a long-term relationship.

Above all, we are committed to serve you with respect and integrity at all times.

Our Approach

To give you the opportunity to get to know us and see how we serve our clients, we offer a Complimentary Financial Analysis.  We will learn your goals, visions and dreams along with any concerns or struggles you might have.  We will build an initial “Get Started” list of specific recommendations.

In our first meeting, we want to take time to get to know you and let you get to know us.  We will review the unique aspects and qualifications of our team and explain what we do, as well as how and why we do it.  Then, in a non-judgmental and supportive way, we will give you honest feedback and a strategy of hope for the future.  We want you to experience the peace that comes from having trusted coaches who “have your back” as you walk through your financial journey.

Our Kemble team partners with an extended network of experts in every aspect of financial services and utilize world-class tools and technology to build customized plan.  Our team becomes your team.

Evaluation

To give you the opportunity to get to know us and see how we serve our clients, we offer a Complimentary Financial Analysis. We will learn your goals, visions and dreams along with any concerns or struggles you might have. We will build an initial “Get Started” list of specific recommendations.

Ongoing Relationships

In our first meeting, we want to take time to get to know you and let you get to know us. We will review the unique aspects and qualifications of our team and explain what we do, as well as how and why we do it. Then, in a non-judgmental and supportive way, we will give you honest feedback and a strategy of hope for the future. We want you to experience the peace that comes from having trusted coaches who “have your back” as you walk through your financial journey.

Teamwork

Our Kemble team partners with an extended network of experts in every aspect of financial services and utilize world-class tools and technology to build customized plan. Our team becomes your team.

 

Meet Our Team

Committed to serving you with respect and integrity. Read more.

Geoff Kemble

Geoff Kemble, CFP®, CLTC

Certified Financial Planner

Bob Barton

Bob Barton

Financial Advisor

Nancy Klug

Nancy Klug

Senior Marketing Associate

Lisa Berryhill

Office Manager

No Obligation Consultation

We look forward to helping you construct your plan for financial independence. Contact us to ask a question, tell us about your financial planning needs, or say hello!

Contact Information