About MCINERNEY INVESTMENT ADVISORS
MCINERNEY INVESTMENT ADVISORS is a financial advisory firm that provides comprehensive investment management and financial planning services to individuals and businesses. With a team of experienced professionals and a commitment to personalized service, the firm helps clients achieve their financial goals and build lasting wealth.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive investment management services
- Offers personalized financial planning
- Helps clients achieve their financial goals
- Works with individuals and businesses
Facts and Insights
MCINERNEY INVESTMENT ADVISORS has been in business for over 20 years and currently manages over $500 million in assets for its clients. The firm has a team of 10 advisors who have a combined experience of over 100 years in the financial industry. This expertise allows the firm to provide knowledgeable and effective financial solutions to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered
MCINERNEY INVESTMENT ADVISORS offers a wide range of financial services to meet the varying needs of its clients. These include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Employee Benefits Planning
Client Types
MCINERNEY INVESTMENT ADVISORS serves both individuals and businesses, including high net worth individuals, corporate executives, business owners, and retirees. The firm also works with corporations, foundations, and trusts.
Fees & Compensation
MCINERNEY INVESTMENT ADVISORS operates on a fee-only basis, meaning that the firm is compensated solely by client fees and does not receive commissions or other forms of compensation from third parties. This fee structure ensures that the firm’s interests are aligned with those of its clients, and there are no conflicts of interest.
Background
MCINERNEY INVESTMENT ADVISORS was founded by John McInerney, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), demonstrating his commitment to excellence in the field of financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCINERNEY INVESTMENT ADVISORS is required to disclose any potential conflicts of interest or legal infractions. The firm has a clean record, with no disclosure events to report.
In conclusion, MCINERNEY INVESTMENT ADVISORS is a reputable and experienced financial advisory firm that provides a wide range of services to help clients achieve their financial goals. With a team of knowledgeable advisors, a commitment to personalized service, and a fee-only structure, the firm is well-equipped to serve the needs of its diverse client base. To learn more about the services offered by MCINERNEY INVESTMENT ADVISORS, interested individuals can visit the firm’s website or contact their offices for a consultation.