A complete list of active advisors currently associated with McAlister, Sweet & Associates, Inc.

Warmer can help you find a great advisor at McAlister, Sweet & Associates, Inc. or one who fits your needs even better.

McAlister, Sweet & Associates provides financial planning and portfolio management to individuals, families, high net worth clients, and business entities, managing about $224 million in client assets across three advisors. The firm offers both discretionary and non‑discretionary portfolio management and works with clients to develop goals and investment solutions. MSA employs a mix of analysis methods — including charting, fundamental, technical, and cyclical analysis — and uses long‑ and short‑term trading, option strategies, margin, and alternative investments as appropriate to client objectives. Most assets are managed on a discretionary basis, and the firm requires clients to use Charles Schwab as custodian for account execution and custody. Distinctive features include that MSA sponsors a wrap fee program, under which clients pay a single fee that covers advisory services and transaction costs, and the firm also advertises performance results, a practice uncommon among its peers. The firm additionally offers tax preparation services as part of its advisory offering and discloses policies on personal trading and conflicts of interest in its Code of Ethics.

To learn more about the advisors currently working at McAlister, Sweet & Associates, Inc., 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.