About
Lynn McKelvey began her career in financial services in 1992 and has been serving clients since 2002. She founded McKelvey Wealth Management, LLC, a Registered Investment Advisor (RIA), in 2021. A Registered Investment Advsisor firm is bound to the highest level of integrity, a fiduciary duty which requires acting in their clients' best interest regardless of all other circumstances.
Lynn is a native Oregonian and was raised in Tigard. She graduated from Whitman College in 1988, earning a Bachelor of Arts degree in Math with minors in Economics and French and earned a Master of Business Administration from Pepperdine University Graziadio School of Business and Management in 1995.
Her priority is taking care of her clients and helping them answer the common question... "Will I be okay?". Building trust and creating a strong client working relationship is the foundation of McKelvey Wealth Management.
Services
Lynn has been working with clients and managing investment portfolios since 1992. She continues to work with many of her original clients and now their extended families. Every portfolio is unique to each client and evolves to meet both expected and unexpected life events. Portfolio design is focused on a long-term view to meet financial goals.
Financial planning is a core aspect of portfolio design and management. You have to know where you're headed to set the right course, so we spend time on creating a solid financial plan. A review of a client's portfolio and financial goals occurs annually, and adjustments are made, as needed. Client communication and partnership are essential to best position the client for success. In addition to building close working client relationships, Lynn also partners with other service professionals such as accountants and attorneys.
Get In Touch
Disclaimer:
Lynn McKelvey is an Investment Advisor Representative of McKelvey Wealth Management, LLC, a Registered Investment Advisor firm registered in the State of Oregon. McKelvey Wealth Management only provides investment advisory services where it is appropriately registered or exempt from registration and only to those individuals or entities who have received our Form ADV Part 2A, our Privacy Policy and executed an Investment Advisory Agreement confirming the services being provided.