A complete list of active advisors currently associated with McCarthy Asset Management, Inc.

Warmer can help you find a great advisor at McCarthy Asset Management, Inc. or one who fits your needs even better.

The firm serves a mix of individual investors, trusts, small businesses and pension plans and manages about $422.4 million on a discretionary basis for roughly 218 clients, typically working with clients who meet a $1,000,000 minimum (which may be waived). Services include customized portfolio management and financial planning, using an Excel-based Net Worth Analysis and MoneyGuide Pro for retirement analysis. Investment strategy emphasizes long-term, broadly diversified exposure across U.S. large/mid/small cap equities, international equities, bonds and alternatives, implemented primarily with no-load mutual funds and ETFs and adjusted incrementally at least twice per year. Accounts are managed on a discretionary basis, with performance and allocation reviews semi-annually and portfolio reports posted monthly and quarterly to client portals. Noteworthy for a firm of this size, the advisors also practice as licensed CPAs and provide tax preparation and planning services—spending roughly 15% of their time on tax matters—and many investment clients are also clients of the affiliated accounting practice. The firm recommends a single custodian and discloses receipt of support services from that custodian, and it does not vote client proxies or provide proxy voting guidance.

To learn more about the advisors currently working at McCarthy Asset Management, 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.