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Imagine True Financial Confidence

Tired of financial complexity? Want more than a cookie cutter approach to your financial plan? Find out how a personalized outcome-based plan can help you get in control of your money and achieve your goals faster.
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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!

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Delivering Clarity and Peace of Mind

Financial planning is not a one-time event. That’s why with the McGervey MethodTM, you’ll get proactive, continuous help. And not just with your investments; our service includes 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

Many financial advisors outsource, meaning your money is managed by someone you’ll never meet. Instead, you’ll work directly with our experienced money managers for investing and CERTIFIED FINANCIAL PLANNERTM professionals for financial planning. You’ll get custom strategies tailored to your needs, so you’ll feel more in control.

More Clarity

As your wealth increases, your financial life usually becomes more complex. We’re here to help you optimize every part of your finances, so you’ll experience compounded benefits and see measurable results. As a result, you’ll feel organized and confident.

More Progress

Most aspire to financial independence, but few achieve it. Continuous, proactive attention makes the difference. Your financial plan won’t just sit on a shelf. Instead, we’ll be actively working on managing risk, reducing taxes, and maximizing your cash flow, finding better ways to 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.
starting 2022
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There is much discussion as to whether the stock market has entered bubble territory.  Stock market bubbles are exactly as they sound.  A bubble forms... Read More

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