#GOALS: LIVE FOR TODAY,
PLAN FOR TOMORROW.

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.

Risk Assessment

Find your risk tolerance

Many people don’t know just how volatile their investments can be. Wouldn’t it be better to know your tolerance and have someone ensure your investments are allocated correctly?

Find Your Comfort Level.

Financial Planning

Strike a spending balance

Creating a financial plan now doesn’t always mean you’ll be on a bare-bones budget for years to come. We want you to live life to the fullest while also saving for important goals down the road, like a new home, retirement or even traveling the world.

Let us plan for you.

Portfolio Management

Invest in your future

Now is the time to start investing, and we believe that the best strategy is a long-term one. Allow us to find an easy-to-understand investment plan that’s right for you.

Talk to McKay today.
How We Do It

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

Risk Assessment

& Initial Consultation

Free

It’s easier to help you if we know a little bit about you.

Financial

Planning

$300*

*The $300 financial plan applies to clients who open and fund an investment account with us. We can also create a stand alone plan for you if you intend to manage your portfolio on your own.

Portfolio

Management

0.5%

of assets under management*

Our competitive fee for passive portfolio management sets us apart from other firms. Let’s get to work finding an investment strategy that’s right for you.

*Exceptions apply; ask for details.
Benefits
No Minimums

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.

Fiduciaries

Your best interests will always drive our recommendations. We do what is best for you.

Demystify your finances

You can expect easy-to-understand reports, detailed advice and straightforward recommendations.

Accessibility

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.

Competitive and transparent

We’re upfront about our competitive pricing structure.

FAQ's
Do you try to beat the market?

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.

How do your fees compare with other financial advisors?

Our prices and fees are extremely competitive for the service and attention we provide. According to AdvisoryHQ.com, the average fee is 1.35% for assets less than $50,000.

When do people usually need financial advice?

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
The ins and outs of emergency funds

Ever had your car break down, been forced to do a major home renovation, or suddenly lost your job? If your answer is no, consider yourself super lucky. Unexpected things happen in life all the time. Planning ahead for the unexpected will make the stress of handling those emergencies easier to swallow. We’re talking emergency Read More

How financial planning is like following a recipe

Do you remember the first time you tried to cook something from scratch? You tracked down a recipe, grabbed the ingredients, mixed and stirred, waited for the timer to go off, and voila! Your fancy new dish was done.   So why is a financial planning firm blogging about cooking, you ask? Because, you guys, Read More

Six financial questions to ask yourself before starting a new business

If you have that entrepreneurial spirit, the prospect of starting your own business seems like a dream come true. You’re certainly not alone! Businesses with less than 20 employees make up 89% of America’s economy. That’s a lot of folks grinding it out in the small business world! There’s so much to think about before Read More

Contact Us
  • 2920 West Broad Street, Suite 208
  • Richmond, VA 23230