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

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.
wooden scrabble game pieces spelling out the word specialized representing financial planning in ohio
Why You Need Different Wealth Management if You Have a High Net Worth
If you have a high net worth, it can be difficult to find the right wealth management solution. There is no one-size-fits-all solution. The needs... Read More
Ohio High net worth investor flying in his private jet happy he has a comprehensive financial plan
What’s the financial planning process for HNWs and families?
As your net worth increases, the complexity of your financial situation grows. This can necessitate finding a reliable wealth manager to help you navigate your... Read More
an Ohio couple enjoying time on their boat happy they have a financial plan created by McGervey Wealth Management
5 High Net Worth Retirement Planning Ideas
Retirement planning is an important part of comprehensive financial planning for every person. For the affluent, the stakes are even higher, but there is good... Read More

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