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Imagine True Financial Confidence

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!

Meet the mcgervey wealth team of experts
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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.
What is the Difference Between Financial Planning and Retirement Planning?
Contrary to popular belief, financial planning is not exactly the same as retirement planning. Individuals of all income levels need both, but there are important... Read More
Do I Really Need a Comprehensive Financial Plan?
Can you recall the last time you sat down to mindfully organize and calculate your personal finances? If you are like most people, you prefer... Read More
How Much of My Income Should I be Saving for Retirement?
Planning for an enjoyable retirement that is worry and regret-free requires establishing the delicate balance between saving too little and too much. Work decades to... Read More

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