A complete list of active advisors currently associated with The McBride Group

Warmer can help you find a great advisor at The McBride Group or one who fits your needs even better.

The McBride Group advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and financial institutions, providing investment management, financial planning, third‑party adviser selection and oversight, and institutional consulting for community banks and credit unions. The firm discloses roughly $76 million in assets under management across about 105 client relationships and offers services either as bundled programs or on an individual basis. The firm typically manages client portfolios on a non‑discretionary basis, meeting with clients to establish suitability, proposing model portfolios or sub‑advisers (including Morningstar Managed Portfolios), and requiring client consent before reallocations while monitoring sub‑adviser performance. Its investment work combines fundamental and cyclical analysis with modern portfolio theory, periodic rebalancing, and occasional short‑term trades where appropriate to a client’s objectives. Distinctive features include the firm’s predominant use of non‑discretionary management—so clients retain trade authority—and an explicit institutional consulting practice that includes detailed bond portfolio review and balance‑sheet work alongside retail advisory services. The firm is small in scale (three advisors across three offices) and several advisory staff maintain substantial outside careers (for example, in education and medicine), a staffing characteristic the brochure notes affects advisor availability and informs its supervisory procedures.

To learn more about the advisors currently working at The McBride Group, 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.