A complete list of active advisors currently associated with McKelvey & Associates, Inc.

Warmer can help you find a great advisor at McKelvey & Associates, Inc. or one who fits your needs even better.

McKelvey & Associates is a small, solo-run registered investment adviser that offers discretionary portfolio management, comprehensive financial planning, pension consulting under ERISA §3(21), and integrated tax and accounting services including tax preparation and bookkeeping. Although the firm describes a range of client types it serves (individuals, high net worth individuals, retirement plans, trusts, charitable organizations, and business entities), its August 1, 2026 disclosure reports no assets under management and no managed client accounts, reflecting an early-stage operation. The firm tailors advice and asset allocation to individual goals, monitors accounts on a continuous basis, and rebalances as conditions or client circumstances change, using a mix of fundamental, technical, and cyclical analysis and both long- and short-term trading tactics. It also offers one-on-one planning consultations and educational seminars, and may allocate portions of client portfolios to sub-advisors, with any sub-advisor costs borne by the firm rather than billed directly to clients. Distinctive features include the combination of a solo advisory practice with an in-house tax and accounting practice led by a CPA owner, allowing coordination of tax, bookkeeping, and investment planning services within the firm. The firm’s provision of educational seminars, explicit pension consulting services, and its current lack of AUM make its profile atypical compared with many supported firms in this category.

To learn more about the advisors currently working at McKelvey & Associates, 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.