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Company Profile
McMahan Capital Management, LLC, a registered investment adviser based in Indianapolis, Indiana, provides financial planning & investment advisory services to individuals, professionals & business owners. Typical planning engagements include planning for financial independence, education funding, income tax planning, estate tax planning, family wealth preservation & transfer. Investment advisory services include capital allocation, security selection & portfolio management. Portfolio management services include quarterly performance reporting & most planning services connected to the portfolio. All services are coordinated with advisers in other specialties to assure optimal coordinated results. In addition to Indiana, existing clients reside in California, Florida, Georgia, Hawaii, Kentucky, New Mexico, Ohio, & Texas.
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Jeff A. McMahan, CFP™
Jeff is the President and Chief Investment Officer of McMahan Capital Management. He received a BS in Finance from Indiana University & the Certified Financial Planner™ designation from the College for Financial Planning, Denver, Colorado. He has been a CFP™ licensee since 1986. He is a member of The Financial Planning Association (FPA). He successfully completed the Uniform CPA examination administered by the AICPA as an Indiana candidate in 1989. He began his financial services career in 1981 in Indianapolis, Indiana & since 1984 has provided Comprehensive Financial Planning & Investment Management Services to individuals, professionals & business owners. Jeff has two sons, Alex & Michael.
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