McCartney Wealth Management LLC
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About
McCartney Wealth Management provides investment management and financial planning primarily for individual and high‑net‑worth clients, and also advises a small number of qualified retirement plans. Clients typically engage the firm for both ongoing discretionary portfolio management and comprehensive planning services.
The firm’s investment approach is grounded in Modern Portfolio Theory and factor‑based academic research, favoring passive, low‑cost indexed funds and diversified, tax‑efficient allocations while generally avoiding individual stock selection and active managers. Portfolios are managed on a discretionary basis with periodic rebalancing and regular performance reporting and reviews.
A distinguishing aspect of the firm is that its principal combines legal training with long experience advising corporate executives, and the firm says it leverages tools developed from both the financial and legal arenas (while not providing legal services). The firm also periodically distributes an electronic newsletter to clients and prospects summarizing market and planning topics, a communications practice that is uncommon among peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.50% annually (flat rate on all assets when $3M+ reached)
Account minimum: $500,000 Fee-only: Fee-only (no commissions)
Main office
7733 Forsyth Blvd, 11th Floor
Saint Louis MO 63105-1878
Advisors at this office
2
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Emily M
Series 65
Saint Louis, MO
McCartney Wealth Management LLC
Emily Mc Cartney is a financial advisor with McCartney Wealth Management LLC in Saint Louis, Missouri. She holds a Series 65 designation and has nine years of industry experience, including two years at Mastercard prior to joining her current firm in 2017. McCartney Wealth Management provides investment management and financial planning primarily for individual and high-net-worth clients, as well as a limited number of qualified retirement plans. The firm’s investment strategy is based on Modern Portfolio Theory and factor-based research, emphasizing passive, low-cost indexed funds and diversified, tax-efficient allocations managed on a discretionary basis.
Michael M
Series 65
Saint Louis, MO
McCartney Wealth Management LLC
Michael McCartney is a financial advisor at McCartney Wealth Management LLC in Saint Louis, MO, holding a Series 65 credential with 17 years of industry experience. He has led McCartney Wealth Management since 2010. McCartney is also licensed as an attorney in Missouri and occasionally provides legal assistance to acquaintances in compliance with ethical and legal requirements. McCartney Wealth Management offers discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, as well as some qualified retirement plans. The firm follows a fee-only model and emphasizes an investment approach based on academic research and Modern Portfolio Theory, utilizing low-cost, passive index funds, systematic diversification, and tax efficiency.
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