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WHAT WE DO
Comprehensive planning for every stage of life
Sophisticated planning for complex financial lives — and the clients who expect more from their advisor.
Financial Planning
We know financial planning can feel confusing and stressful. We make it simple and monitor your plan so you can focus on your family, career, and what matters most — without the worry.
Investment Management
We take a long-term approach to investment management, with tactical adjustments as needed. Using both data and research, we select a mix of funds, bonds, and equities to build and manage diversified client portfolios.
Insurance Strategies
Insurance helps protect your income, assets, and family at every stage of life. We review your coverage and recommend the right solutions for your needs, helping you stay prepared and keep your financial plan on track.
Small Business
We know managing your business finances can feel overwhelming. We keep things simple and stay on top of your plan — so you can focus on running your business and doing what you love, without the stress.
Estate Planning
Estate planning is designed to assist you with transferring your assets to the next generation in an efficient manner and according to your wishes.
Tax-Aware Financial Planning
Every dollar saved in taxes is a dollar that stays in your plan. We identify tax-efficient strategies for both individuals and business owners — making sure your tax plan and financial plan always work together.
LEARN MORE
WHY KEMPLE FINANCIAL
Independent. Honest.
On your side.
01
Committed to long-term relationships
We build long-term relationships by understanding what matters most to you and staying connected through personalized service, proactive advice, and ongoing communication.
02
We offer comprehensive financial planning
From retirement and investment management to insurance, tax strategy, and estate planning — we look at your complete financial picture and build a coordinated plan that addresses every area of your financial life. Nothing falls through the cracks, and no piece of your plan works in isolation.
03
Committed to growing your wealth
We take a disciplined, long-term approach to building and managing wealth — using rigorous investment analysis, tax-efficient strategies, and ongoing portfolio oversight to help you reach your financial goals. Your growth is our priority, and we work to keep your plan aligned with your goals as your circumstances and markets evolve.
OUR OFFICE
601 N Main St,
East Longmeadow, MA
04
Your legacy matters
The wealth you build over a lifetime deserves to be protected and passed on according to your wishes. We work alongside your estate attorney to ensure your assets, beneficiary designations, and estate plan are fully aligned — so your family is taken care of and your legacy reflects what matters most to you.
THE TEAM
People you can trust
with your financial life
You'll work with a dedicated team that knows you personally and provides consistent, attentive service.
Bill Kemple
AIF® · CPFA® · Financial Advisor
With 17 years of experience in financial services, Bill leads Kemple Financial with a focus on long-term client relationships and straightforward, independent advice. He helps individuals, families, and business owners with investment management, retirement planning, and tax-efficient financial strategies.
Peter Wurszt
Financial Services Associate
Peter partners with Bill to deliver comprehensive financial plans and ongoing client support with deep investment knowledge.
Bernie Whall
Operations Associate
Bernie plays an important role in keeping our day-to-day operations running smoothly, coordinating client service, managing administrative processes, and supporting our advisors to ensure clients receive a seamless and personalized experience.
Michelle Dunklee
CPA · Accountant
Having a CPA in-house means your tax and financial plans work together seamlessly at every step.
Joshua Jones
Chief Compliance Officer
Josh brings over a decade of experience in regulatory compliance and risk management, helping investment advisory firms navigate complex regulations and maintain strong compliance programs.
GET IN TOUCH
Ready to take the first step?
No obligation. No pressure. Just an honest conversation about where you are and where you want to be.
Phone
413-507-3600
Office
601 N Main St, East Longmeadow, MA 01028
Hours
Monday–Friday, 9am–5pm