A complete list of active advisors currently associated with McBride Financial Services, Inc.

Warmer can help you find a great advisor at McBride Financial Services, Inc. or one who fits your needs even better.

McBride Financial Services, Inc. provides personalized investment analysis, consulting, and comprehensive financial planning to individuals, families, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm’s investment adviser representatives are registered with Cambridge Investment Research and are also associated with Cambridge’s affiliated adviser, Cambridge Investment Research Advisors (CIRA), which the firm uses in delivering asset-management–related services. The firm’s advice is informed by fundamental analysis and analysis of economic, market, industry, firm, and product cycles, and it implements both long- and short-term securities positions while generally avoiding short sales and margin except in special circumstances. McBride’s services are planning-focused and non-discretionary; it does not retain custody of client assets and account reviews are conducted internally by the firm’s president. McBride differs from many investment-manager peers by charging fixed or hourly planning fees rather than a percentage-of-assets fee and by limiting engagements to finite planning agreements rather than ongoing annual contracts. The firm also integrates insurance needs and policy analysis into its planning work, recommends specific brokerage and custodial firms (Cambridge and Pershing), and coordinates with other advisers or underlying managers for execution and proxy voting.

To learn more about the advisors currently working at McBride Financial Services, 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.