A complete list of active advisors currently associated with McCary Anheuser Wealth Management, LLC

Warmer can help you find a great advisor at McCary Anheuser Wealth Management, LLC or one who fits your needs even better.

McCary Anheuser Wealth provides wealth management, financial planning, and investment advisory services to individuals and high-net-worth clients as well as a range of institutional and organizational clients. Its Form ADV lists services for pooled investment vehicles, pension and profit-sharing plans, charitable organizations, corporations, and other investment advisers in addition to traditional individual portfolio management. The firm’s investment approach is primarily long-term and combines fundamental and technical analysis to construct portfolios using ETFs, diversified mutual funds, individual bonds and equities, with ongoing rebalancing, tax-management and occasional shorter-term trades as needed. It implements strategies through internal management or by recommending unaffiliated independent managers and conducts ongoing oversight and due diligence of those managers. Notable for a solo independent adviser, the firm explicitly serves pooled vehicles, institutional clients (including pension plans) and other investment advisers—client types that are uncommon among peers—and participates in institutional custody platforms that provide access to institutional tools and block trading. The firm also applies a two-year fixed fee schedule for advisory fees and its principal holds advanced professional credentials (CFP®, CPWA® and an MBA), which the firm cites in support of its work with more complex and institutional arrangements.

To learn more about the advisors currently working at McCary Anheuser 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.