A complete list of active advisors currently associated with McCloskey & Associates, P.A.

Warmer can help you find a great advisor at McCloskey & Associates, P.A. or one who fits your needs even better.

McCloskey & Associates, P.A. advises individuals and high-net-worth individuals through discretionary asset management, financial planning and consulting, and referrals to third‑party money managers. The firm reported about $4.08 million in discretionary assets under management and serves a small client base. The firm emphasizes continuous, individualized account supervision, building portfolios that can include individual stocks and bonds, ETFs, options and mutual funds, and conducting at least quarterly reviews and rebalancing as appropriate. It also uses third‑party solutions, including an Envestnet overlay and outside money managers, and employs both long‑term and short‑term investment strategies depending on client objectives. Distinctive aspects of the practice include representatives’ licensed insurance activity and a suite of planning services that explicitly address asset protection, real estate analysis and cost‑segregation studies, which are less common among similarly sized independent advisers. The brochure discloses the potential conflict created by insurance sales and describes disclosure and client‑choice procedures the firm uses to mitigate that conflict.

To learn more about the advisors currently working at McCloskey & Associates, P.A., 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.