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, Inc. provides discretionary portfolio management for pooled and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm also operates as a full-service tax and accounting practice offering tax preparation, tax consulting, and bookkeeping alongside its advisory services. Its investment process combines fundamental, technical, and cyclical analysis and may employ long- and short-term strategies, covered option writing, and allocations to a broad set of instruments (including mutual funds, ETFs, private equity, private credit, and return-enhanced notes). The firm may use sub‑advisors or third‑party model portfolios for portions of assets and monitors and rebalances client portfolios on a continuous basis with at least annual formal reviews. Noteworthy features relative to many peers are the explicit integration of tax and accounting services (including a CPA on staff) with investment management and the firm’s stated focus on pension/profit‑sharing clients, reflecting pension consulting capabilities. The firm discloses negotiable fee arrangements and the option to invoice or otherwise customize billing, has access to institutional custodian support and educational conferences, and was formed in 2024 with no assets under management reported as of December 31, 2023.

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.