Founded in 2010, McCartney Wealth Management is a “fee-only” investment company. This means that we do NOT accept any commissions, finders’ fees, referral fees or “soft dollar” items such as software or research reports in exchange for referring clients’ brokerage to a particular broker-dealer.
Our investment approach is based upon academic research as opposed to Wall Street. Challenging conventional wisdom that stock picking and market timing are the way to invest, we incorporate the academic research to provide superior wealth management advice in a diversified, cost effective and tax efficient manner. Our fee-only (no commission) compensation structure assures NO conflicts of interest, allowing us to do what is best for its clients.
Our Expert Team
Michael McCartney
President and Wealth Management Advisor
Emily McCartney
Wealth Management Advisor