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Comprehensive Financial Planning

As a McGervey Wealth Management client, you will work with a team of professionals dedicated to your financial well-being. We do things differently, our CERTIFIED FINANCIAL PLANNER ™ professionals, CPAs, financial advisors, and insurance specialists will develop a truly customized and personalized comprehensive financial plan that gives you the power and the pathway forward to realizing your dreams.

Why Choose McGervey Wealth Management for your Comprehensive Financial Planning: 

  • We specialize in creating custom comprehensive financial plans for individuals, families, retirees, and business owners.
  • We prepare an outcome-based plan and list progress points and strategies to get you from where you are today to where you want to be to achieve your goals.
  • We focus on preserving your wealth as well as growing it.
  • We keep you informed and educated along the way, so you’re comfortable with your strategies and your progress towards your goals. This helps keep you invested for the long haul, so you can keep the power of compounding working for you.

We serve as your fiduciary because it’s the right thing to do.

Many financial advisors are paid commission on all the investments they recommend to you. So they only get paid when they sell you something.  Since it’s your money, and more importantly, your future, we don’t believe that is a good business model.

McGervey Wealth is a fee-only fiduciary advisor. 

  • We don’t get paid on commission.
  • We are simply paid a fee, by you, the client, in exchange for advice.
  • We serve as your legal fiduciary, meaning we commit to putting your interests first, always.
  • We don’t push products, we search for the best ways to help you achieve your goals.

As fiduciaries, we expect to be held accountable for our advice and management.  We believe that’s a better way to do business…and simply the right thing to do.  

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Our Complimentary Guide from McGervey Wealth Management

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