Karla McAvoy
CFP®, MBA
The Mather Group
Managing Director, Wealth Management
Karla McAvoy
CFP®, MBA
The Mather Group
Managing Director, Wealth Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you through the stages of your life and achieve your goals. - Karla McAvoy, CFP®, MBA
Fee-Only Financial Planner Located in Lafayette, CA, and Serving Clients Throughout the Bay Area
Karla McAvoy is a Lafayette, CA fee-only financial planner. The Mather Group provides comprehensive, ongoing financial planning and investment management to help clients navigate the various stages of life. As a fee-only, independent, and fiduciary financial advisor, Karla is never paid commissions and has a legal obligation to provide unbiased and trustworthy advice.
As a Managing Director, Wealth Management, Karla McAvoy has been a long-time advocate for individual investors. She joined The Mather Group through the acquisition of HC Financial Advisors in August 2022, where she was the Chief Compliance Officer, Senior Financial Advisor, and Principal. Karla was responsible for helping to ensure that the firm remained compliant with state and federal laws and regulations and managing the day-to-day details of her clients’ finances. Before joining the HC Financial team, she was a Regional Director of Education at PeopleSoft and a Software Consultant at Must Software. In addition, Karla has served as a Board Member and Chair of the National Association of Personal Financial Advisors (NAPFA), the NAPFA West Region Board, and the FPA NorCal Conference Committee, which she also chaired in 2014. Karla earned her MBA in Technology Management at Santa Clara University and her BA in Economics at the University of California, Davis. She also is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Karla McAvoy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice.
TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees.
What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever.
Our services include:
• Financial planning
• Retirement planning
• Tax planning
• Estate planning
• Investment management
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Women in Transition
- Sandwich Generation
- Sudden Money Situations
Working Together
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Karla McAvoy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Karla McAvoy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Karla McAvoy is the Immediate Past Chair of the NAPFA National Board of Directors
-
Karla McAvoy is Quoted in Financial Advisor Magazine: "NAPFA Names Chair-Elect For 2022-23"
-
Karla McAvoy is Featured on WealthManagement.com: "NAPFA CEO Steps Away; FPA Prepares to Leave Planning Coalition"
-
Karla McAvoy is Mentioned on Yahoo Finance: "The Mather Group Acquires San Francisco Bay-area Firm, HC Financial Advisors"
-
Karla McAvoy is Quoted in CityBiz: "The Mather Group Acquires HC Financial Advisors"
-
The Mather Group Named #22 on Crain’s Chicago Business 2022 Fast 50 Ranking
Contact Karla McAvoy
Office Locations:
-
3685 Mt. Diablo Blvd.
Suite 200
Lafayette, CA 94549
