A complete list of active advisors currently associated with Mcgehee Wealth Advisory Group, Inc.

Warmer can help you find a great advisor at Mcgehee Wealth Advisory Group, Inc. or one who fits your needs even better.

McGehee Wealth Advisory Group provides ongoing investment management and related services to individuals, high‑net‑worth clients, family trusts and charitable organizations. The firm handles investment goal setting, risk assessment, account establishment and maintenance, and quarterly reporting, and reports approximately $44,988,190 in assets under management across a small client roster. Portfolios are tailored to each client’s objectives and risk tolerance and may be managed on a fully or partially discretionary basis, with clients able to impose written restrictions on securities or sectors. The firm applies asset allocation, dollar‑cost averaging, buy‑and‑hold approaches and occasional technical analysis, and it advises clients to consult tax professionals for material tax considerations. Distinctive features include its explicit work with charitable organizations — a client type that is uncommon among independent advisors — combined with a very small client base and family ownership, which corresponds to relatively high assets per client and individualized account handling. The firm uses a national custodian for brokerage and custody, maintains a formal Code of Ethics and proxy‑voting procedures, and does not charge performance‑based fees or use soft‑dollar arrangements.

To learn more about the advisors currently working at Mcgehee Wealth Advisory Group, 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.