Fee-Only Investment Advisor
WEALTH PRESERVATION
Protect what you have created. We specialize in custom wealth management (in Public and Private Markets) designed to endure for generations.
MITIGATING TAXES
It’s not what you make, but what you keep! We work with your tax professionals to ensure your money decisions are tax efficient.
PROTECTING YOUR WEALTH AND IDENTITY
You need to be a step ahead of cybercrime and litigious attacks. We minimize any target for those that would take from you.
CHARITABLE GIVING
One of the joys of having your financial house in perfect order is giving back to those that touch you.
TRUSTED & PROFESSIONAL WEALTH MANAGEMENT
Complicated financial lives require integrated expert advice. We provide a comprehensive financial strategy customized to focus on you and your needs. From investment consulting, to coordinating your accounting and legal financial team, McCormick Financial Advisors has the experience and drive to help you achieve financial peace of mind.
WHERE TO BEGIN
As a small and independent firm, we limit our clientele with the aims of having a tremendous impact on your lives. We tailor our strategic financial analysis to the individual client. Through detailed discussions directly with you, we determine your financial values, goals, objectives and risk tolerance. This discussion will also cover past investment experiences, family history, and professional relationships. Documents involved in this analysis may include tax returns, trust and wills, insurance policies, investment account statements, and documents related to any additional asset or business ownership.
WHAT WE PROVIDE
As your fiduciary, we will develop and implement ongoing strategies to address the complexities of managing wealth in today’s world. From traditional stock investments, to investing in real estate or private ventures, we apply our expert rigor to ensure your values are being respected while your goals are being achieved. Regular progress meetings keep you informed and feeling confident that your financial house is in perfect order.
TRUSTED & PROFESSIONAL WEALTH MANAGEMENT
Complicated financial lives require integrated expert advice. We provide a comprehensive financial strategy customized to focus
on you and your needs. From investment consulting, to coordinating your accounting and legal financial team, McCormick Financial Advisors has the experience and drive to help you achieve financial peace of mind.
WHERE TO BEGIN
As a small and independent firm, we limit our clientele with the aims of having a tremendous impact on your lives. We tailor our strategic financial analysis to the individual client. Through detailed discussions directly with you, we determine your financial values, goals, objectives and risk tolerance. This discussion will also cover past investment experiences, family history, and professional relationships. Documents involved in this analysis may include tax returns, trust and wills, insurance policies, investment account statements, and documents related to any additional asset or business ownership.
WHAT WE PROVIDE
As your fiduciary, we will develop and implement ongoing strategies to address the complexities of managing wealth in today’s world. From traditional stock investments, to investing in real estate or private ventures, we apply our expert rigor to ensure your values are being respected while your goals are being achieved. Regular progress meetings keep you informed and feeling confident that your financial house is in perfect order.
READY TO START?
Learn more about personalized services or simply to speak with us.
