Competitive advantage

The McGoey Financial Group believe that what we do is inseparable from who we are. That unified strength is our competitive advantage. It is the foundation of our practice.

1. People

Our team of specialists build personalized, rigorous total wealth plans. Based on a forensic analysis of your needs, expectations and goals, the plan is designed for you and no one else. Bespoke tailored, it fits. Precisely.

2. Plan

Your total wealth plan is not just about money management. It’s about investments, tax efficient strategies, insurance, retirement, estate and trust issues, legacy creation, and intergenerational wealth transfer. If it’s not long-term, it’s not a plan.

3. Process

Consistency defines us. Our senior management team has been together for over 20 years, working with a firm founded in 1921. We take ownership of our recommendations and apply them, steadfastly, over time. That’s why what we do works.

And that’s how we build relationships for life.