A complete list of active advisors currently associated with Mccormack Financial Planning Inc.

Warmer can help you find a great advisor at Mccormack Financial Planning Inc. or one who fits your needs even better.

McCormack Financial Planning, Inc. serves individual clients — including both high‑net‑worth and non‑HNW individuals — and small businesses, providing financial planning, periodic advisory services, analysis and monitoring of third‑party managed programs, and discretionary asset management through a wrap‑fee program. The firm reports managing approximately $115.7 million in client assets across its client base and provides ongoing portfolio oversight and annual reviews. The firm describes a long‑term, tailored investment process that uses a mix of fundamental, technical and charting analysis to construct portfolios from individual equities, bonds, mutual funds, ETFs and option strategies; the brochure explicitly discloses the use of covered‑call option writing and monitoring at least quarterly. MFP also conducts due diligence on third‑party managers, assists with account setup and monitoring, and frames advice around clients’ objectives, risk tolerance and liquidity needs. The brochure highlights a few operational features that distinguish the firm: it operates a wrap‑fee asset management program that bundles execution, custody and reporting (with Pershing named as custodian), and it discloses investment approaches that can involve derivatives (covered‑call writing) and investments in funds that may employ leverage—circumstances that can lead to derivatives exposure or borrowing in managed accounts. It also discloses referral and compensation arrangements with third‑party managers (including a relationship with Lockwood) and that advisory representatives are dually registered with a broker‑dealer and licensed as insurance agents, each noted as potential conflicts addressed in the disclosure.

To learn more about the advisors currently working at Mccormack Financial Planning Inc., 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.