McCarthy Wealth & Tax Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McCarthy Wealth & Tax Advisors provides discretionary portfolio management and asset allocation services primarily for individual clients — including high‑net‑worth households — as well as trusts, retirement plans, and other entities. The firm manages client assets through National Financial Services and uses the Fidelity Managed Account Xchange (FMAX) platform to allocate assets to third‑party model portfolios and outside investment managers.
The firm does not conduct quantitative or qualitative analysis of individual securities itself, instead relying on third‑party model portfolios and managers and exercising discretionary authority to hire, replace, or reallocate among those managers. Its stated approach emphasizes long‑term purchases and asset allocation, uses a custodian money‑market sweep for cash management, and notes that tax efficiency is not a primary focus unless otherwise agreed.
Noteworthy distinctions include a formal affiliation with an accounting practice, McCarthy Tax Services, LLC, which the firm may recommend for accounting work — a relationship the brochure discloses as a potential conflict of interest. The firm also discloses that some advisors are licensed insurance agents who may earn commission‑based compensation, and its recent update stating it no longer imposes a minimum fee is a procedural change that may set it apart from many peers.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Commission-based compensation earned by licensed insurance agents for insurance product sales, separate from advisory fees
Account minimum: $500,000 Minimum fee: $6,000 minimum annualized fee, may be waived or lowered at discretion
Main office
115 South Main Street
Springboro OH 45066
Advisors at this office
3
Most active in
Florida · Indiana · Ohio · Pennsylvania · Texas
Also doing business as
Mccarthy Wealth & Tax Advisors · Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeremiah M
CFP®, Series 66
Springboro, OH
McCarthy Wealth & Tax Advisors
Jeremiah Mccarthy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Wealth Advisors, LLC since 2005. In addition to his advisory role, he is a partner at McCarthy Tax Services, where he provides tax preparation services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities, primarily utilizing third-party manager programs and model portfolios. The firm operates with a fiduciary standard for retirement accounts and maintains an affiliation with an accounting practice for integrated tax and advisory services.
Christian G
CFP®, Series 66
Springboro, OH
McCarthy Wealth & Tax Advisors
Christian Gilbert is a CFP® with 18 years of industry experience, currently serving at McCarthy Wealth & Tax Advisors in Springboro, OH. He has worked with Wealth Advisors, LLC and McCarthy Tax Services, LLC since 2006. In addition to his advisory role, he assists with tax preparation and administrative tasks at McCarthy Tax Services. McCarthy Wealth & Tax Advisors offers discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities. The firm utilizes third-party manager programs and model portfolios, monitoring manager performance to maintain alignment with client objectives, and is affiliated with an accounting practice to provide integrated tax and financial services.
Jessica M
Series 65
Springboro, OH
McCarthy Wealth & Tax Advisors
Jessica Marrinan is a financial advisor at McCarthy Wealth & Tax Advisors with two years of industry experience. She holds a Series 65 credential and has been involved with McCarthy Wealth & Tax Advisors since 2014 and McCarthy Tax Services since 2015. Outside of advisory work, she dedicates significant time to tax preparation and administrative services through McCarthy Tax Services. McCarthy Wealth & Tax Advisors provides discretionary investment advisory and asset-allocation services to individuals, trusts, retirement plans, and other entities. The firm utilizes third-party manager programs and model portfolios, primarily through Fidelity’s Managed Account Xchange, and maintains an affiliation with an accounting practice to offer integrated tax and accounting services.
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