A complete list of active advisors currently associated with McKay Wealth Management Group LLC

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

McKay Wealth Management Group LLC provides portfolio management and financial planning to individual and high‑net‑worth clients, as well as to trusts, businesses, and other entities. The firm offers ongoing discretionary portfolio management, customized financial plans, and uses Orion for risk assessment and ongoing portfolio monitoring; it reports no formal account minimums. The firm’s investment approach combines fundamental and technical analysis within a modern portfolio theory framework and may employ both long‑ and short‑term trading and model portfolios, typically under discretionary authority. For applicable accounts McKay Wealth engages Townsquare Capital, LLC as an outsourced chief investment officer in a collaborative OCIO role to assist with asset allocation, model development, trading, tax-related services, and custom indexing, while McKay Wealth retains ultimate fiduciary responsibility. Notable distinctions include that the firm’s principal is a licensed insurance agent affiliated with Signal Advisors and may recommend and facilitate annuities and other insurance products that generate commission compensation, with documented suitability reviews and disclosures to address the conflict. The brochure also discloses ancillary economic benefits received from the OCIO (for example, event sponsorship and educational support) and participation in Charles Schwab’s institutional programs, while generally requiring clients to custody assets at Charles Schwab.

To learn more about the advisors currently working at McKay Wealth Management Group 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.

Name	Location	Years of experience
Matthew Mckay	Richmond, VA	19

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