You work hard and you want to enjoy life to the fullest. You have big aspirations and high expectations. We can help you achieve what you’re striving for to get the most out of life. Tell us where you want to go – and we’ll work to get you there. It’s never too early – and it’s never too late.
What We Do For You
You make financial decisions every day – and each one has an impact. Together we can build a plan that will make you more comfortable with your financial decisions.
From financial planning to investing, here’s how we would work with you:
- Assess your risk
- Define your goals
- Develop your plan
- Manage your investments
- Review & refine over time. Life changes and so should your plan.
Pricing
Benefits
Other firms require clients to have a certain level of assets. That’s not our style. We see it as our job to help you build your assets.
Your best interests will always drive our recommendations. We do what is best for you.
You can expect easy-to-understand reports, detailed advice and straightforward recommendations.
From phone and email to video chat and in-person meetings, you’ll always have a quick response from someone who knows you, your needs and your goals.
We’re upfront about our competitive pricing structure.
FAQ's
No, that’s not our style or strategic approach to investing. We encourage our clients to focus on what they can control, like risk, having a plan, and savings vs. expense, rather than attempting to beat the market.
Our prices and fees are extremely competitive for the service and attention we provide. According to AdvisoryHQ.com, the average fee is 1.18% for assets less than $50,000.
Many of our clients come to us for advice when they are about to make a big financial decision. For example: buying a house, starting a new job, getting married, starting a family or receiving an inheritance.
Blog
If you’re been following the blog, you know we’re big believers in making sure your finances are on the right track. Even if you’re not exactly in the perfect spot (most of us aren’t), working towards getting yourself there is extremely important. Why? Because money impacts virtually every life decision you make. Simply put, money Read More
Happy Spring everyone! The first three months of 2018 just flew by, huh? If you’ve been as busy as us getting this year started, you may have lost track of what’s been going on in the financial world. No worries! That’s what we’re here for. Here’s a quick recap of what we’ve been following so Read More
Did you know that 46% of workers spend three or more hours during the workweek dealing with or thinking about financial issues? And that 52% of workers are stressed out about their finances? It’s no wonder people struggle to focus around the office these days. Financial insecurity is a growing issue in America’s workplaces as Read More
Contact Us
- 2920 West Broad Street, Suite 208
- Richmond, VA 23230
- Phone: 804-447-1378
- Fax: 804-884-3773
- contact@mckaywealthgroup.com