A complete list of active advisors currently associated with McCarthy Wealth & Tax Advisors

Warmer can help you find a great advisor at McCarthy Wealth & Tax Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at McCarthy Wealth & Tax Advisors, 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.