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Heather Mc Ghee

Advisor at Modern Wealth Management, LLC

Updated today

Location

Clayton, IN

Credentials

Series 66

Industry experience

2 years

About

Heather Mc Ghee is a Series 66-licensed financial advisor with Modern Wealth Management, LLC, based in Clayton, IN. She has 2 years of experience at Modern Wealth Management and previously worked for 11 years at Edward Jones. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Client services

Based on Modern Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Modern Wealth Management, LLC

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Tax-loss harvesting

Occupation focus

Based on Modern Wealth Management, LLC

Founder/Business Owner Military & Veterans

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Fee options

Fixed

Estate plan funding services fees range from $500 to $15,000; some planning services may be flat fees

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%

Other

Account minimum: $250,000 Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone plans; modular planning fees offered; tax planning fees negotiated separately; estate planning fees may be flat fees or hourly with third parties

Location

Clayton, IN

Most active in

Indiana

Work history

Modern Wealth Management, LLC

2024 - Present (2 years)

Edward Jones

2013 - 2024 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
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Matthew H

Series 63, Series 65

Brownsburg, IN

Skyview Capital Management

Matthew Holbrook is the founder of Skyview Capital Management and holds Series 63 and Series 65 licenses with 15 years of industry experience. His background includes roles at Executive Jet Management and Jet Linx, and he is also a licensed pilot. Additionally, he works as an independent insurance agent. Skyview Capital Management provides discretionary asset management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm creates tailored investment plans based on clients’ objectives and risk tolerance, employing a variety of analytical strategies and conducting regular portfolio reviews.

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Stephen H

Series 63, Series 65

Brownsburg, IN

Highsmith Financial Planning, LLC

Stephen Highsmith is the principal of Highsmith Financial Planning, LLC in Brownsburg, Indiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2009. Highsmith Financial Planning, LLC offers fee-only, hourly financial planning and investment advice focused on retirement, tax, insurance, estate, and education planning. The firm uses a fundamental, long-term, passive investment approach with low-cost index funds and emphasizes client responsibility for initiating periodic reviews.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.)
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Dustin H

Series 65

Plainfield, IN

SunRift Capital Partners LLC

Dustin Hunter is the principal of SunRift Capital Partners LLC and holds a Series 65 designation with 14 years of industry experience. His prior work includes roles at Legacy Wealth Management and various independent capacities since 2015. Outside of his advisory role, he is involved as a managing member of Granite Park Capital and works as an insurance agent with Retirement Income Consultants. SunRift Capital Partners is an independent investment adviser serving primarily individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary asset management, financial planning, and educational seminars, employing fundamental, technical, and cyclical analysis to tailor investment programs to clients’ goals and risk tolerance.

Social Security optimization General tax planning Retirement income strategy
user avatar

John A

CFP®, Series 66

Plainfield, IN

AFP Group, LLC

John Anderson is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at AFP Group, LLC. He has led Anderson Financial Planning Group, LLC since 2012. In addition to his advisory role, he works as a traditional insurance agent. AFP Group, LLC provides financial planning and portfolio management services to individuals, trusts, estates, foundations, and small businesses, with a specialization in packaged retirement-plan services for employers. The firm employs a long-term, diversified investment approach and offers employer-focused financial education, including no-cost workshops and individual employee counseling.

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Gregory W

CFP®, CFA®, PFS™, Series 65

Clayton, IN

Whicker Wealth Management, LLC

Gregory Whicker is a CFP®, CFA®, and PFS™ with six years of industry experience. He is the sole advisor at Whicker Wealth Management, LLC, an independent firm he founded in 2026. Prior to establishing his practice, he worked at LJI Wealth Management, Denali Wealth Management Advisors, and BGBC Partners. His background includes formal graduate accounting education and experience as a tax manager at an accounting firm. Whicker Wealth Management provides discretionary investment management and comprehensive financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset-allocation driven portfolios using Modern Portfolio Theory and passive instruments, integrating ongoing financial planning into client relationships with regular portfolio supervision.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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