A complete list of active advisors currently associated with McKee Investment Planning, Inc.

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

McKee Investment Planning serves individual clients, including high-net-worth households, and provides investment management, retirement and personal financial planning, and small-business retirement-plan services such as 401(k) administration. The firm manages client accounts on a discretionary, fee-based basis, does not accept commissions, and does not participate in wrap fee programs. The firm's investment process blends a top-down assessment of global regions—considering political, currency and demographic factors—with bottom-up security selection and the use of region-focused mutual funds and ETFs, and it generally avoids frequent trading. Advice is tailored to individual goals, with periodic account reviews (typically annually) and custody and trade execution provided through a major independent custodian. McKee is notable for a high client-to-advisor ratio, serving several hundred clients per advisor, which is uncommon for similarly sized supported firms. The firm oversees roughly $98.7 million in discretionary assets and has staff-level expertise in retirement-plan administration (including a QKA credential) and prior federal financial-crimes investigative experience, while maintaining a documented code of ethics and a fee-only compensation model.

To learn more about the advisors currently working at McKee Investment 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.