How does the advisor help clients – Key Takeaways:
MCNARY INVESTMENTS is a leading financial advisory firm that provides expert counsel and guidance to clients looking to manage their finances effectively. The firm offers a range of comprehensive financial services and has a team of highly experienced advisors who are dedicated to helping clients achieve their financial goals.
Here are some key takeaways on how the advisor helps its clients:
- Provides personalized financial planning tailored to individual needs and goals
- Offers a diverse range of financial products and services to help clients build and preserve their wealth
- Uses a holistic approach to financial planning, taking into account all aspects of a client’s financial situation
- Takes the time to educate clients and help them make informed decisions about their finances
- Offers ongoing support and guidance to clients as their financial needs and goals evolve
Facts and Insights
MCNARY INVESTMENTS has been in business for over 20 years and has established itself as a reputable and trusted financial advisory firm. With a team of over 100 advisors, the firm has the expertise and resources to provide quality financial advice to a wide range of clients.
The firm currently manages over $5 billion in assets and has a track record of helping clients achieve their financial goals. MCNARY INVESTMENTS also stays updated on market trends and insights, allowing them to provide informed and customized advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | Over 100 | 20+ years |
Financial Services Offered
MCNARY INVESTMENTS offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Debt management
Client Types
MCNARY INVESTMENTS serves a diverse clientele that includes individuals, families, and businesses. The firm works with clients of all income levels and has the expertise to cater to the unique financial needs of each client.
Fees & Compensation
MCNARY INVESTMENTS operates on a fee-only model, which means that they are compensated solely by client fees and do not earn any commission from product sales. This ensures that the firm’s advisors have no conflicts of interest and can provide unbiased financial advice to clients.
Background
MCNARY INVESTMENTS was founded over 20 years ago by John McNary, a seasoned financial advisor with a passion for helping others achieve financial success. Under his leadership, the firm has grown to become one of the most respected and successful financial advisory firms in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, MCNARY INVESTMENTS is required to make certain disclosures to clients. These include information about its fee structure, potential conflicts of interest, and any disciplinary actions or legal issues the firm or its advisors may have faced. Clients can access this information through MCNARY INVESTMENTS’ Form ADV, which is available on the SEC website.