#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.

icon

Risk Assessment

Find your risk tolerance

show more

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.
icon

Financial Planning

Strike a spending balance

show more

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.
icon

Portfolio Management

Invest in your future

show more

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

icon

Risk Assessment

& Initial Consultation

Free

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

icon

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.

icon

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

Money Mishaps (Part 4): Racked up the debt because you could

Here we go with the fourth and final millennial money blunder of our series: racking up debt. Now you might be saying, “Oh that’s not me, I always pay my credit card on time!” Kudos to you if you’re debt-free, but we’ve all had some credit card bills drag us down from time to time. Read More

Money Mishaps (Part 3): Underestimated the cost of having a baby

Baby shower season is upon us! Which brings us to our next millennial money blunder: kids and how much money it takes to raise them, especially at the beginning. Everyone knows that having a baby is expensive. But how expensive might surprise you. If you don’t plan for the expected, and plan even more for Read More

Money Mishaps (Part 2): Didn’t save for retirement right after college

It’s time for the next millennial money blunder in our series. Everyone knows saving for retirement is important, right? You hear it all the time, from your parents, in the news, from us. Why then is it so darn hard to get started? Well, life happens to you, bills start piling up, and slowly but Read More

Contact Us

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