A complete list of active advisors currently associated with McInerney Investment Advisors

Warmer can help you find a great advisor at McInerney Investment Advisors or one who fits your needs even better.

McInerney Investment Advisors advises individual clients, including high‑net‑worth individuals, primarily through financial planning and consulting engagements. The firm offers negotiable fixed‑fee or hourly financial planning and does not itself manage client investment assets or participate in wrap fee programs. In lieu of in‑house portfolio management, the firm prepares tailored investment strategies using fundamental, technical and cyclical analysis and documents client objectives in investment policy statements. When portfolio management is needed, McInerney acts as a liaison to a named third‑party money manager, handling paperwork, ongoing client communication and delivery of disclosures while the third party maintains trading authority and custody. What is distinctive is that the firm does not directly charge percentage‑of‑assets fees or hold client assets; instead it relies on referral and fee‑sharing arrangements with a third‑party manager and participates in that manager’s incentive programs. The firm’s principal also maintains an affiliated insurance practice that occupies a majority of their time, a disclosed potential conflict that helps explain the advisory model focused on planning and third‑party managed solutions.

To learn more about the advisors currently working at McInerney Investment Advisors, 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.