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
A “black swan” is a completely unanticipated event which, usually, has a resoundingly negative impact on the economy. These events take everyone by surprise, even the smart folks who spend their days constantly analyzing, monitoring, and crunching the financial numbers. Forecasting out the short and long term ramifications of black swans can be a nearly Read More
Reopening and resurgence. The U.S. is struggling with a resurgence of COVID-19 cases in several states as the country reopens for business. Texas, Florida and Arizona are being hit especially hard, forcing the states to recommit to mitigation practices to try and stem the rising tide of positive cases. Two unemployment scenarios. Many companies were able Read More
Higher education is facing a crisis. Before the pandemic, new college grads were struggling to find consistent incomes to pay back massive student loan debts. Entry level employment was in jeopardy, making landing on solid financial footing post-graduation increasingly difficult. The inherent value of obtaining a college diploma was being questioned. Meanwhile, this shifting landscape Read More
Contact Us
- Phone: 804-447-1378
- Fax: 804-884-3773
- contact@mckaywealthgroup.com
- 2920 West Broad Street, Suite 208
- Richmond, VA 23230