About J. H. MCKEWEN III & ASSOCIATES, LLC
J. H. McKewen III & Associates, LLC is a financial advisory firm with a team of experienced professionals dedicated to providing high-quality financial services to their clients. With over 20 years of experience, J. H. McKewen III & Associates, LLC has become a trusted name in the industry.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning tailored to each client’s specific needs
- Offers investment management services to help reach financial goals
- Uses a holistic approach to financial planning, taking into account all aspects of a client’s financial life
- Constantly monitors and reassesses clients’ portfolios to ensure they remain aligned with their goals and risk tolerance
- Provides ongoing support and education to empower clients to make informed financial decisions
Facts and Insights
J. H. McKewen III & Associates, LLC has a team of dedicated professionals who are highly knowledgeable and experienced in the financial industry. They stay informed on the latest market trends and continuously research and analyze the best strategies for their clients’ portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (years) |
|---|---|---|
| $150 million | 5 | 20 |
Financial Services Offered
- Comprehensive financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
J. H. McKewen III & Associates, LLC serves a diverse range of clients, including individuals, families, and small businesses. They work closely with each client to understand their unique financial goals and create personalized strategies to help them achieve those goals.
Fees & Compensation
J. H. McKewen III & Associates, LLC operates on a fee-only basis, meaning they do not earn commissions or fees for recommending certain financial products. Their fees are based on a percentage of the client’s assets under management, ensuring they are aligned with the client’s success.
Background
Founder and managing partner, J. H. McKewen III, has over 30 years of experience in the financial industry. He holds a degree in Finance and is a Certified Financial Planner™ (CFP®). He has assembled a team of experienced and highly qualified professionals who are committed to providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
J. H. McKewen III & Associates, LLC has a clean record, with no regulatory actions, disciplinary actions, or conflicts of interest that may compromise their ability to act in their clients’ best interests. They are committed to maintaining transparency and trust with their clients.