Menu

Imagine True Financial Confidence

A personalized outcome-based plan can help you get in control of your money and achieve your goals faster.
Find Out How

Who is McGervey Wealth Management?

We are a group of fee-only fiduciary financial advisors located in Canton, Ohio. We provide investment management and financial planning for individuals, families and businesses. We look forward to getting to know you!

Meet the mcgervey wealth team of experts
AS SEEN ON
forbes
cnn
fox
kipling
bloomberg
msnbc
nyt
ccb
cbs
ap
cfp
fpa

We Deliver Clarity and Peace of Mind

Financial planning is not a one-time event. Our services include proactive and continuous help with your investments, wealth planning, cash flow forecasting, tax and estate planning, Social Security optimization, college funding and more.

When you’re ready to put uncertainty behind you, we’re ready to get to work.

More Control

By working directly with our experienced money managers for investing and our CERTIFIED FINANCIAL PLANNER™ Professionals for financial planning you will get custom strategies tailored to your needs and feel more in control.

More Clarity

We want you to feel organized and confident. We know you have a complex financial life and we are here to help. We optimize every part of your finances so you'll experience compounded benefits and see measurable results.

More Progress

Our continuous and proactive attention will help to manage your financial risk, reduce your taxes, maximize your cash flow, and help you achieve your goals.

Our Complimentary Guide from McGervey Wealth Management

When your portfolio reaches $500K, learn about the Top 5 Money Moves to Make.

The McGervey Pulse

Get news and insights from the McGervey Wealth Management team.
4 women arm in arm smiling because they have a financial advisor in canton oh
5 Reasons Why Financial Planning for Women is Different
Financial planning for men is not the same as financial planning for women. Women have unique challenges, especially in the context of finance. Even if... Read More
the words too late on a clock face instead of numbers representing financial planning and its never too late
Is It Too Late for Financial Planning? No – Start Now!
If you haven’t started planning your financial future or only performed minimal planning, don’t panic. It is never too late to start financial planning. Even... Read More
the word comprehensive spelled out in green box letters
Comprehensive Financial Planning Defined
Financial planning is not the same as comprehensive financial planning. Regardless of your level of wealth, age, or other unique factors, you need and deserve... Read More

Schedule a Complimentary Meeting Now

Learn how our unique approach helps you get in control of your money and achieve your goals faster.