A complete list of active advisors currently associated with McCartney Wealth Management LLC
Warmer can help you find a great advisor at McCartney Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at McCartney Wealth Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Saint Louis, MO
| 8
| |
Saint Louis, MO
| 17
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")