#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

$1,000

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?

Omicron variant. The arrival of the Omicron variant of COVID-19 sent a jolt through the equity markets the Friday after Thanksgiving. We have seen the market react to news of new COVID-19 variants in a similar fashion as this disease continues to evolve along with our treatments and vaccines. The shortened trading day and lighter Read More

What’s moving the markets?

Earnings in the spotlight. Corporate earnings have once again taken center stage in the market movements as companies continue to deliver strong revenue and earnings growth. Positive earnings were expected and seem to be providing some much needed stability to the markets following a more volatile September and early October.  Inflation anxiety. Inflation is still supplying Read More

Pre-holidays financial wellness tidy up guide

Believe it or not, the holidays are right around the corner. We all know how the end of every year tends to go – in a frenzied sprint, leaving most non-holiday related tasks shelved until January.   How about getting your personal finances buttoned up now, before all the hustle and bustle? Then you can Read More

Contact Us

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