Who We Are

 McCormick Financial Advisors was started by Mike McCormick to serve a small group of clients that want proven financial expertise and direct access to a single trusted advisor.  

We are guided by our core values:  Honesty, Simplicity, and Relationships.  

Since 2009, Mike has been delivering comprehensive financial advice to wealthy families and business owners in the area.  Mike is a fee-only fiduciary who helps people feel comfortable with their financial decisions, regardless of market volatility.  He employs a calm, research-driven approach toward building financial wealth.

Our focus is on serving our family of clients every day.

Who We Serve

Clients who benefit most from McCormick Financial Advisors typically retain direct accounts with a million or more dollars to invest in addition to real estate and other investments.  

Mike’s core services include:

• portfolio management
• sustainable income planning
• insurance
• cash management
• risk management
• collaborative tax
• and legacy planning.

Why Should I Work With Mike?

The world is more complicated and full of financial risk than ever before. We believe that a single trusted advisor is critical to navigating the multitude of financial decisions that wealthy families face every day. Mike is a fiduciary that puts your interest first, and that means being accessible and experienced. Your financial peace of mind is our goal.

 

How Do I Learn More?

Give Mike a call.  Through a short conversation, he can help you evaluate the next step to take which works best for you.

Why Should I Call Mike?

If you prefer working directly with a trusted and experienced professional (rather than a member of their staff) we may be a great fit.  Let’s talk!

What Are Our Fees?

Fees are typically 1% of the investments we manage for you.