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William Mc Canney

Advisor at Hightower Advisors

Updated today

Location

Reading, PA 19607

Credentials

CFP®, Series 63, Series 65

Industry experience

9 years

About

William Mc Canney is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2022. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Semus Wealth Partners, Ameriprise Financial Services, and Griffin Financial Group. Hightower Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program and access to a broad network of affiliated and third-party managers, employing both strategic and tactical asset allocation with a mix of equities, fixed income, ETFs, mutual funds, and alternative investments.

Client services

Based on Hightower Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Treasury management for corporate clients

Expertise

Based on Hightower Advisors

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

Occupation focus

Based on Hightower Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and other services as determined by the Advisor Practice.

Commissions

Hightower Securities, an affiliate, receives commissions and fees related to pooled vehicles, mutual funds, insurance products, and alternative investments.

Project-based

Hourly charges may be applied for financial planning and other services as determined by the Advisor Practice.

Other

Fee-only: Fees are generally negotiable and may include hourly charges and flat fees for financial planning and other services.

Location

2395 Lancaster Pike, 1 Floor, Office 101

Reading, PA 19607

Most active in

Pennsylvania

Work history

Hightower

2022 - Present (4 years)

Northwestern Mutual Wealth Management Company

2021 - 2022 (1 year)

Northwestern Mutual Investment Services LLC

2021 - 2022 (1 year)

Northwestern Mutual Life Insurance Company

2021 - 2022 (1 year)

Semus Wealth Partners

2018 - 2021 (3 years)

Ameriprise Financial Services Inc

2018 - 2019 (1 year)

Griffin Financial Group

2015 - 2018 (3 years)

Student

2014 - 2016 (2 years)

Disclosures

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

Business activities & affiliations

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Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.

Wealth management
user avatar

Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

Stephen Elliker is a CFP®-certified financial advisor with four years of industry experience. He is the principal of Elliker Financial, which he founded in 2025, after previously working at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of financial advising, he is co-owner of Elliker Cookie Company, a business involved in scheduling, business development, and sales. Elliker Financial serves individuals and high-net-worth households by providing wealth management and comprehensive financial planning, including investment management, retirement and college planning, business planning, and risk and tax considerations. The firm uses a discretionary approach emphasizing asset allocation based on Modern Portfolio Theory, combining both passive and active investment vehicles and offering socially responsible investing options upon request.

College savings (529s, UTMA, etc.) Cash flow / budgeting Social Security optimization Founder/Business Owner Mid-Career Professionals
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Scott F

Series 65

Wyomissing, PA

Foster Investment Management, LLC

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Passive / index investing Active portfolio management
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

Retirement income strategy Options & derivatives strategies

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Business Financial Management Real Estate Professional Christian Faith Based
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Craig H

Series 65

Wyomissing, PA

Walsky Investment Management Inc

Craig Hafer is a financial advisor at Walsky Investment Management Inc with 23 years of industry experience. He has been with Walsky since 2000 and holds a Series 65 designation. Outside of his advisory role, Mr. Hafer coaches youth soccer in Berks County, PA, and owns Westview Productions, through which he produces podcasts and publishes written content on investment and other topics. Walsky Investment Management provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $122 million across fewer than 100 client accounts. The firm emphasizes fundamental analysis and long-term investment strategies, tailoring portfolios to clients’ objectives and risk tolerances while providing quarterly reviews and reports.

Active portfolio management
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