#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

Starting at $3,000

Our competitive fee for financial planning sets us apart from other firms.

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Portfolio

Management

1.0% – 1.25%

of assets under management*

We offer affordable fees for personalized portfolio management. 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

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.

How does McKay Wealth Management Group get paid?

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

What’s moving the markets?

Stubborn inflation: Inflation remains a central concern for both consumers and investors. Recent data has shown a higher-than-expected inflation rate, causing disappointment as investors recalibrate their expectations for rates to begin easing. While markets have given up some gains, they are still materially higher for the year, demonstrating resilience even as prospects for Fed rate Read More

Preventing lifestyle creep: From prime earning years through golden retirement

One of the biggest financial challenges people face is “lifestyle creep”, when spending balloons right along with increases in income, undermining long-term financial stability and goals. Understanding how to manage and mitigate lifestyle creep is crucial to your financial wellbeing. Here are some tips to maintain your financial discipline, from peak earning years through golden Read More

What’s moving the markets?

Interest rates and the housing market: Interest rates have moderated somewhat as the markets interpret the Federal Reserve’s recent comments on the prospect of rate cuts later this year. The Fed is still expected to cut interest rates three times in 2024. How will the Fed’s interest rate decisions impact the housing market? Here is a Read More

Contact Us

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