#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.

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Risk Assessment

Find your risk tolerance

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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.
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Financial Planning

Strike a spending balance

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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.
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Portfolio Management

Invest in your future

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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

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Risk Assessment

& Initial Consultation

Free

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

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Financial

Planning

$400*

*The $400 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.

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Portfolio

Management

0.5% - 1.25%

of assets under management*

Our competitive fees for passive and active portfolio management set us apart from other firms. Let’s get to work finding the 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 1.18% 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 keeping up with the social media Joneses trap

Let’s talk social media. It affects virtually every aspect of our lives these days. Understandably so, as social platforms have become a convenient way to keep in touch, see what’s going on in our friends’ lives, hear about the next big festival, and catch a glimpse of that new dog/wine lover graphic tee. If you’re Read More

Things to know about your finances in RVA [Infographic]

In case you don’t already know, I’m a gigantic fan of this city. Since I try to convince pretty much everyone I meet to move to RVA, I thought I’d go ahead and blog about why it’s such a fantastic place. Lots has changed in this city since I’ve been here, in all the best Read More

First-time homebuyer: A personal finances litmus test

Ok, it’s go time. Or is it? You’re ready to take the plunge. Or are you? You want a place to call your own, but when should you make it happen? Family and friends are pushing you to buy. You hear things like: “It’s time for you to settle down.” “You should buy so you Read More

Contact Us

  • 2920 West Broad Street, Suite 208
  • Richmond, VA 23230
  • 2400 Old Brick Rd, Ste 101
  • Glen Allen, VA 23060
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