Brendan McCarthy

Background

About Brendan McCarthy

WHY THE DE-MARCO-MCCARTHY-FLORIO GROUP: For more than 35 years and with more 100 years of combined experience, my team and I have helped affluent individuals and families around the country pursue their financial dreams and aspirations with our Goals-Based Wealth Management process. Our mission is to help clients live the best life possible with the resources they have; to have a meaningful and lasting impact on their lives and to give them a sense of financial well-being. We are a multi-generational team of family wealth advisors. We guide and measure progress with discipline, objectivity, tax efficiency and transparency. Our process, which includes family wealth education, is designed to provide customized strategies to help support lifetime income and legacy goals. We serve with a spirit of excellence in everything we do. CONNECT WITH US FOR: •Goals-Based Wealth Management •Retirement accumulation and Income Planning Strategies •Tax-Efficient Philanthropic and/or Legacy Planning Strategies •Family Wealth Education GETTING TO KNOW BRENDAN: I reside in Medfield, Massachusetts with my wife, Heather, and our five children. I serve on the Board of Ronald McDonald House. In my spare time, I enjoy fishing and skiing, being actively involved in my children's local sporting activities, including coaching wrestling and lacrosse. I enjoy spending time with my family in Harwich Port, MA and Ludlow, VT.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.