Maineville, OH Office

McBryar Advisory Services, Inc. provides personalized investment management, financial planning and consulting to individuals, retirement plans, trusts, estates and small businesses. Many engagements are implemented through co‑advisor arrangements in which a third‑party manager handles discretionary trading and execution while the firm delivers relationship services and ongoing monitoring.

The firm follows long‑term, Modern Portfolio Theory–based portfolio construction and generally favors strategic asset allocation, with third‑party managers potentially applying shorter‑term tactical techniques. McBryar acts as a fiduciary for retirement accounts, conducts periodic reviews of client objectives and risk tolerance, and coordinates rebalancing and reporting with qualified custodians and its co‑advisors.

What is noteworthy in this brochure is the principal’s professional background: the firm’s lead owner is both a licensed attorney and a certified public accountant and maintains a separate law practice, creating formal affiliations with legal and accounting services that the firm discloses and manages for conflicts. McBryar similarly emphasizes its co‑advisor model and shared‑fee arrangements with third‑party managers, relies on independent custodians (without taking custody or voting client securities), and discloses those relationships and potential conflicts in client agreements.