A complete list of active advisors currently associated with McKinney Financial Planning & Management
Warmer can help you find a great advisor at McKinney Financial Planning & Management or one who fits your needs even better.
The firm serves individuals, their families and personal trusts, as well as small businesses and related retirement plans, delivering financial planning and consultative services and offering implementation guidance when requested. The brochure notes the firm was established in 1994, is operated by a sole CFP®-credentialed owner, and reported $0 in assets under management as of 12/31/2025. The firm tailors investment strategies to each client’s history, risk tolerance and time horizon, emphasizing strategic asset allocation, diversification, and periodic rebalancing using indexed mutual funds and ETFs with a buy-and-hold orientation. It advises DIY investors to avoid complex trading strategies (short selling, options, inverse/leveraged funds), provides non-discretionary support and account reviews, and does not take custody of client assets or vote proxies. Notably for a firm in the investment manager category, the firm’s sole source of compensation is planning and consultative fees charged on an hourly, contracted or flat-fee basis rather than a percentage-of-assets model. The firm also maintains insurance licenses for professional familiarity (but no longer sells insurance), attends industry educational events, and explicitly encourages client education and DIY implementation.
To learn more about the advisors currently working at McKinney Financial Planning & Management, 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 |
|---|---|---|
Vienna, VA
| 32
|
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