Life Changing Planning
for a Better Tomorrow
and a Better You
for a Better Tomorrow
and a Better You
Why Choose Us?
CONFLICT FREE
Independent, fee only (no commission) advisor. The only person that pays us is our client.
FIDUCIARY
Put the best interest of the client above everything.
RISK MANAGEMENT
Manage risk through diversified portfolios.
ACADEMIC APPROACH
Based upon research from Nobel Prize winning Economists, including Sharpe, Markowitz and Fama.
GOALS BASED PLANNING
Integrates investment theory with long term financial goals to help you achieve your objectives.
INDEPENDENT THIRD PARTY CUSTODIAN
Protects your assets.
FULL TRANSPARENCY
Allows clients to trust.
TAX EFFICIENT
We use tax managed funds in taxable accounts to minimize tax impacts of investing to yield better after-tax returns.
Academic research has shown that one does not have to give up investment returns by taking an ESG approach.
Environmental Sustainability, Social and Governance (ESG) Investing
You Have Financial Needs, We Have Solutions
Financial Planning
The centerpiece of our firm’s service is the planning process.
Investment Management
Academic research and financial science lead the way.
Investing for a Better Tomorrow®
Investment Portfolios specifically designed to address ESG matters.
"Fee-Only" Advisors
We are a “fee-only” investment firm. This means that we do NOT accept any commissions, finders’ fees or referral fees from any other party. The only people that pay us are our clients. This eliminates any conflicts of interest.
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*Covid-19 Update: McCartney Wealth Management has notified the SEC and is relying on the relief provided in the Covid-19 Order issued by the SEC on March 25, 2020 regarding the filing of Form ADV.