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Kathmere Capital Management
Retirement Plans Consulting Team

Kathmere Capital is a Philadelphia-based wealth management and retirement plan consulting firm that works with organizations and their employees across the country.​

 

Our mission is to make high-quality financial advice more accessible—starting with the workplace retirement plan.

 

As a participant in a retirement plan supported by Kathmere, you have access to a dedicated Participant Services team. This includes direct support from Certified Financial Planners™ (CFP®) and Chartered Financial Analysts (CFA), who are available to answer your questions about a variety of financial topics.

Our Team.

Our team brings decades of combined experience from across the financial services industry. These seasoned professionals provide the insights, guidance, and real-world perspective that make our participants experience truly valuable.

What you Can Expect as a Participant

Independent, Objective Advice

We work solely in your best interest.

Dedicated Education Resources

These will help you navigate your retirement plan and broader financial questions.

Direct Access to Advisors

This unique offering provides personalized support at no additional cost to you.

Plan Optimization

Behind the scenes, we collaborate with your employer to align the overall plan to help you succeed.

Kathmere Capital Management

435 Devon Park Dr, Ste 715

Wayne, PA 19087

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610.989.3900

participantservices@kathmere.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

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This website does not provide or replace required ERISA plan disclosures, including but not limited to the Summary Plan Description (SPD), Summary of Material Modifications (SMM), Summary Annual Report (SAR), participant fee disclosures, or the official plan document.

 

Required plan documents are provided separately by your employer or plan administrator. Participants should refer to their official plan communications or contact their plan administrator directly to request copies of plan documents or for information regarding plan terms, investments, and fees.

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Access to an advisor does not obligate you to engage advisory services and does not, by itself, create an investment advisory or fiduciary relationship. Any advisory relationship will be governed by a separate written agreement and applicable disclosures.

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The Forms ADV and CRS (Click to download) contain important information regarding Kathmere Capital. Part I and Part 2 of Form ADV and Form CRS are available on a site maintained by the United States Securities and Exchange Commission. The information set forth in both the Form ADV and Form CRS have not been approved or verified by any governmental authority. Click here to view the latest filings.

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Important Disclosures

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