The McBride Group

James Mcbride is a CFP® professional with 28 years of industry experience. He is the principal advisor at The McBride Group, where he has worked since 2009. Prior to founding his firm, he spent two years at Community First Credit Union. The McBride Group provides investment advisory services primarily to individual clients, including high-net-worth households, as well as banks, pension plans, trusts, and other institutions. The firm operates largely on a non-discretionary basis and offers portfolio management, financial planning, and third-party sub-adviser selection and monitoring, with a focus on institutional fixed-income strategies and financial-institution consulting.

Wesley Mc Bride is a CFP® professional affiliated with The McBride Group in Petaluma, CA, with over a decade of experience at the firm and concurrent work at The Permanente Medical Group since 2008. He has been with The McBride Group since 2015 and currently serves as its sole advisor. The McBride Group provides investment advisory services primarily to individual clients, including high-net-worth households, as well as banks, pension plans, trusts, and other institutions. The firm operates largely on a non-discretionary basis, offering portfolio management, financial planning, and consulting, with a focus on sub-adviser selection and monitoring.

Brett Daniel is a CFP® professional with The McBride Group and has been with the firm since 2024. He has prior experience working with the Windsor Unified School District since 1998. The McBride Group provides investment advisory services primarily to individual clients, including high-net-worth households, as well as banks, pension plans, trusts, and other institutions. The firm operates mainly on a non-discretionary basis and offers portfolio management, financial planning, consulting, and third-party sub-adviser selection and monitoring.