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
Emily Mc Cartney	Saint Louis, MO	9
Michael Mccartney	Saint Louis, MO	17

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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