Let our family
help yours.

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.

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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

Grandparent strategies: Passing wealth to future generations (tax-efficiently)

One of the greatest joys of being a grandparent is seeing children and grandchildren successfully navigate their lives. Most everyone shares a common desire to see their family and relatives happy, healthy and financially secure. Efficiently passing resources and wealth to younger generations is one way for grandparents to achieve this goal. Grandparents often ask Read More

What’s moving the markets?

Earnings: The expected earnings growth in 2024 is still dominated by a small number of mega-cap companies. Here is a comprehensive preview of the Q4 earnings season that is currently underway. “It is interesting to note that four of these six companies are also projected to be the top four contributors to earnings growth for the S&P Read More

How to navigate financial caregiving

Becoming a financial caregiver for a loved one is a tremendously important undertaking. It is not simply about managing another person’s financial picture when they are no longer able to do so independently. It is about preserving the dignity and autonomy of the person in the process. Financial caregivers play a pivotal role in ensuring Read More

Contact Us

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