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 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 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.