We help Richmond-area families build detailed financial plans and invest for the future. Our pricing is transparent, and our success is tied to yours. Let's start your plan today.
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 the first quarter you work with us. The final bill is due upon completion of your financial plan. 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
Deciding how to handle money with your significant other can often be a daunting and complex undertaking. Money has a direct impact on your relationship, affecting everything from day-to-day decisions to long-term planning. Establishing a strong financial foundation takes time, effort and an ongoing dialog. How do you begin to organize your financial household? Couples Read More
Inflation and interest rate cuts: Recent economic data indicates a cooling trend in inflation, with the Federal Reserve’s preferred measure showing a slight increase of just 0.1% from May to June. Core inflation, which excludes volatile food and energy prices, rose by 0.2%. These numbers suggest that inflation pressures are easing, potentially paving the way Read More
Retirement is a major financial milestone – the culmination of decades of hard work and diligent saving. If you have spent most of your life focused on accumulating wealth to live off of later, the moment when you finally tap into that nest egg can be quite unnerving. Here are recommendations for navigating this saver Read More
Contact Us
- Phone: 804-447-1378
- Fax: 804-884-3773
- contact@mckaywealthgroup.com
- 2920 West Broad Street, Suite 208
- Richmond, VA 23230