A complete list of active advisors currently associated with Mccann Wealth Strategies,Inc.
Warmer can help you find a great advisor at Mccann Wealth Strategies,Inc. or one who fits your needs even better.
McCann Wealth Strategies serves individual and high‑net‑worth clients as well as trusts, estates and charitable organizations, offering discretionary asset management alongside financial planning and consultation services. The firm provides tailored portfolios and standalone planning engagements, with ongoing account supervision for managed accounts and written financial plans or consultations on request. The firm’s investment process combines fundamental and technical methods, and it uses a range of strategies from long‑term holdings to short‑term trades and occasional short sales, with regular portfolio reviews and the option to employ third‑party sub‑advisors for implementation while retaining overall discretionary authority. Cash and cash equivalents are treated as an asset class for fee assessment and the firm communicates with sub‑advisors and clients periodically to align portfolios with changing goals. McCann is also registered as an insurance agency and its personnel are licensed to offer insurance products, an affiliation the brochure discloses as a potential conflict of interest. As a small, single‑advisor practice it relies on external managers for some portfolio management and has documented procedures (including standing letters of authorization) for third‑party transfers, features that distinguish it from many peers.
To learn more about the advisors currently working at Mccann Wealth Strategies,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.
Name |
Location |
Years of experience |
|---|---|---|
State College, PA
| 20
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)