A complete list of active advisors currently associated with Early McClintic & McMillan, LLC

Warmer can help you find a great advisor at Early McClintic & McMillan, LLC or one who fits your needs even better.

Early McClintic & McMillan provides financial planning, discretionary and non‑discretionary portfolio management, pension consulting, and third‑party manager selection to individuals and families (including high‑net‑worth clients), retirement plan sponsors, and foundation trustees. The firm also offers separately managed accounts (SMAs) and stand‑alone financial planning engagements. The firm’s investment process blends quantitative and qualitative analysis and emphasizes strategic asset allocation, diversification, and periodic rebalancing, with limited use of options or margin in select situations. EMCMC monitors portfolios regularly and, when appropriate, places clients into SMA managers accessed via the Raymond James Consulting Services (RJCS) program and ongoing manager due diligence. What distinguishes EMCMC from many peers is its integration with the Raymond James RJCS/RJA platform to offer wrap‑fee SMA solutions and to receive a portion of the wrap program fees, combining manager selection with wrap‑account execution. The firm also advises multiple 401(k) plans (including recommending fee‑based share classes to plan participants) and makes Raymond James Trust services available for clients seeking trustee and trust administration arrangements.

To learn more about the advisors currently working at Early McClintic & McMillan, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.