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VerifiedFinancial Services· Founded 2011

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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HeadquartersManchester, United StatesEmployees7(1 to 10)Annual revenue$1M to <$10MFounded year2011Websitemccaywealth.comLinkedIn profileLinkedIn

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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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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