Kevin L. Davenport, AIF®

“I do what I do because I love to help people reach their life goals through financial planning,” says Kevin Davenport, founder of Davenport Wealth Management, a boutique firm based in Cleveland, Ohio. “What I find rewarding is when someone shares their dreams with me, and our team helps them develop and execute a plan to realize their personal vision.”

Kevin has over two decades experience in wealth management. Before founding Davenport Wealth Management, he spent time with National City Bank (now PNC), Merrill Lynch, and Northwestern Mutual. Kevin developed a focus on strategic, diversified approaches to wealth building aligned with his clients’ personal goals and unique situations. But after more than 15 years at larger corporations, he was chafing at the big firm approach.

“I just eventually came to the conclusion that I needed to realize my vision and establish my own culture for service – in my eyes, clients are relationships, not transactions,” Kevin says. “I wanted my firm to be independent and free to act in our clients’ best interests, without any pressure to meet sales goals. So that is how Davenport Wealth Management was born – on a foundation of client service and relationships.”

With this goal of providing superior service in mind, Kevin founded his independent firm in 2013, and has continued to pursue his passion to great success. His past clients came with him, and he continued to add new ones, while recruiting other wealth advisors to join his team as the client base grew. But for Kevin, the reward has stayed the same.

“I’ve been at this for 25 years now, so I’ve had the opportunity to see clients send their children and grandchildren to college and watch them go confidently into retirement and do the things they’ve been dreaming of their entire working career,” says Kevin. “Knowing that we played a part in it is an incredible feeling.”

Kevin’s interest in finance and wealth building, as a way to help people, began early with an accounting class in high school and continued at Baldwin Wallace University, where he majored in Business Administration and still found time to play on the football team. Away from work, Kevin enjoys spending time in the Metroparks Rocky River Reservation near his home in Berea.

Designations and registrations:

Accredited Investment Fiduciary^® (AIF^®)
FINRA Series 6, 7, 63, and 66 securities registrations (held through Commonwealth Financial Network^®)

Life and health insurance licenses