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
Q1 earnings recap. Now that 95% of the S&P 500 have reported 1st quarter earnings, it’s clear that corporate America is well on its way to a historically strong recovery. Not only are more companies beating their earnings but, as we said before, it’s by a historic margin. Yet the markets have stayed put for the month, with the Read More
Bringing up debt in any conversation can feel like a social taboo. Oddly enough, the more intimate the relationship, the more awkward debt discussions can be. We worry we will suddenly be viewed in a negative light: “What if they judge me? What if they start lecturing me? What if my financial burden creates this Read More
Earnings, earnings, earnings. Earnings expectations were high heading into this reporting season, and companies have not disappointed. Year-over-year comparable earnings were easy to beat but uncertainty still lingered. The markets are absorbing the positive earnings news with relief and trending higher. So far 84.6% of S&P 500 reporting companies have beaten their EPS estimates. More Read More
Contact Us
- Phone: 804-447-1378
- Fax: 804-884-3773
- contact@mckaywealthgroup.com
- 2920 West Broad Street, Suite 208
- Richmond, VA 23230