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.
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
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.
For Financial Planning, we divide the bill into two parts. You will receive a bill in each of the first two quarters you work with us. For Asset Management, our fee will be deducted from your investment account on a quarterly basis. Fees are paid in advance of each new quarter.
Blog
The housing market continues to be at the forefront of economic conversations. Prospective homebuyers are frustrated. Sellers are watching their homes fly off the market within days. It is a perplexing time in housing – supply is stubbornly low, demand is very high, and interest rates are rising. To fully grasp how the housing market Read More
Economic/market tug of war. The past six months have shown to be frustrating for lasting market returns. The S&P 500 seems to be marking time, range bound between 3700 on the low end and 4200 on the high end. Recent lows have been higher than previous ones and recent highs have likewise been higher – an Read More
Ever wondered about the mysterious backdoor Roth conversion? While seemingly complex, this retirement savings strategy can be quite useful if you fall into a specific bucket of savers. Let’s demystify the process. How does a backdoor Roth conversion work? The backdoor Roth conversion allows high earning individuals the opportunity to contribute to a Roth IRA, Read More
Contact Us
- Phone: 804-447-1378
- Fax: 804-884-3773
- contact@mckaywealthgroup.com
- 2920 West Broad Street, Suite 208
- Richmond, VA 23230