Mccay Wealth Advisory, Llc
We are committed to helping our clients realize their unique financial goals. We accomplish this task by holding ourselves to the highest fiduciary standards and by conducting all business relationships in a fee only manner. In order to provide the highest level of service possible and maintain significant risk adjusted returns; we limit the number of new relationships that we get the opportunity to work with each year. Finally, we use sophisticated financial modeling tools and with several strategic partnerships to help our clients benefit from a small business touch while maintaining the resources of a much larger organization.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
16
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BM
Brent McCay
Managing Principal · General Business & Management
EmailPhone - AB
Amy Busic
Administration Assistant · General Business & Management
EmailPhone - BC
Bradley Covert
Associate Advisor · Finance & Accounting
EmailPhone - HP
Hayden Proffitt
Associate Advisor · Finance & Accounting
EmailPhone - SM
Suzy McCay
Chief Operating Officer · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Mccay Wealth Advisory, Llc
5 distinct titles indexed · top 5 shown.
- 2associate advisor
- 1administration assistant
- 1chief operating officer
- 1client assistance specialist
- 1managing principal
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