Early on, Mike McGervey knew there had to be a better way to provide people with the help they need to achieve their financial goals.
Having been an entrepreneur nearly all of his adult life, he opened McGervey and Associates, LLC. in 2003. After years of significant growth for the firm, it became evident that its affiliation with a broker-dealer had its downsides. While this structure was the norm for financial advice firms at the time, the affiliation meant proprietary investment products for clients, which limited the solutions his team could offer.
This shortcoming became more dramatic in late 2007 and into 2008 when markets were volatile. Mike and his team wanted to offer a recession-appropriate asset management solution, but this was extremely difficult to accomplish within the broker-dealer framework.
A Better Business Model
In 2009, Mike knew a change was needed. So he rebranded the firm as McGervey Wealth Management, LLC as a Registered Investment Advisor under SEC guidelines. The firm’s solutions, investments, and offerings could now encompass the entire universe of options. As importantly, now the firm could serve its clients in a fiduciary capacity. Clients welcomed the change, making the transition mutually beneficial.
Today, McGervey Wealth Management continues Mike’s dedication to client outcomes. The firm’s disciplined processes ensure proactive client service while delivering time-tested and prudent full-cycle investment strategies.
Today the team consists of multiple CERTIFIED FINANCIAL PLANNER™ Professionals, a Certified Fund Specialist™, a CPA, a Chartered Retirement Planning CounselorSM, an MBA, and investment analysts. The McGervey Wealth commitment to delivering an exceptional client experience has never been stronger.