Why Us?

We are an Independent Fiduciary Fee Only Practice that is focused on performance, customer service, and is free from conflicted investment advice.

About Us

We only actively manage the wealth of a select group of new families each year in order to maintain our service quality and investment performance. We have found that being a Fee Only Fiduciary removes conflicts that can hinder our clients' success.  We feel that a fiduciary relationship is a better way of working with a financial professional and we invite you to come and see the difference.

Our Philosophy

At McCay Wealth Advisory, we build strong financial plans and lasting client relationships to help you achieve your financial goals. We believe successful investing comes from having both time and confidence in your plan. With our guidance and collaboration, you can invest wisely and stay on track for long-term financial success.

Our Process

Our process begins with an initial meeting to understand your financial goals and aspirations. Next, we create a personalized financial plan tailored to your needs. Once you approve the plan, it serves as the foundation for a long-term partnership focused on helping you achieve lasting financial success.

Our Services

We provide a wide range of fee only services including hourly consulting, specific task planning, and active investment advising services. You can have confidence that these services will always be conducted in a fiduciary manner.

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Our Team

Learn more about our amazing team of professionals.

MWA - A Leader in Investment Education 

During the height of the financial crisis in January of 2009, we saw a need to provide investors and our community with a forum and educational opportunity called Coffee Club. 

Since February of 2009, it has been in session every second Tuesday without fail.  During October of 2018, we decided to rebrand it as Investment Insight. At 10 am at our Manchester office (Victorian House across from the Rec. Center) and at 3 pm at our McMinnville office (Halfway between downtown and the CO-OP on S Chancery Street), we offer our Investment Insight. 

What is Investment Insight?  We believe the best way to explain it is to invite you to like our Facebook page & watch some of our past Investment Insight meetings.
www.facebook.com/mccaywealth