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

Financial wellness is so much more than being able to pay your bills on time. It’s whether you’re in control of your financial destiny and feel good about your overall situation. To start a brand new year with an improved financial well-being, it helps to get a bit of leg work done now. We all Read More

Sustainability, whether something has the ability to last, comes in many different forms. When you’re talking financial sustainability, it’s all about finding the right balance. Are you able to live for today and plan for tomorrow? Can you be content with your lifestyle now and make positive steps toward a life you’re dreaming of sometime Read More

Multigenerational living in the U.S. is becoming quite a trend. While culturally mainstream in countries across the globe, American extended families have shied away from living under one roof for decades. But those societal norms are rapidly changing. Why? Because household sharing has lots of benefits for everyone involved. From cost of living to childcare Read More
Contact Us
- Phone: 804-447-1378
- Fax: 804-884-3773
- contact@mckaywealthgroup.com
- 2920 West Broad Street, Suite 208
- Richmond, VA 23230