About Us
McGinley Financial Advisory, LLC is an Arizona based investment advisory firm. The
firm works with families with at least $250,000 of investable assets and currently
serves 20 clients with at least $1 million portfolios. The firm has retained over 95% of
its clients since inception and 90% of new clients are referrals from existing clients.
Michael McGinley, CFP® has over ten years experience assisting clients.
Michael’s core focus includes:
Michael earned a Certified Financial Planner (CFP®) designation in 2004. To earn a
CFP® designation, one must meet rigorous professional standards and have agreed
to adhere to the principles of integrity, objectivity, competence, fairness,
confidentiality, professionalism and diligence when dealing with clients.
Michael earned a Bachelor of Science degree in Finance at Arizona State University in
1999. He and his wife Kristen have two daughters, Taylor and Susan. Michael
enjoys playing basketball, cooking and reading books on Austrian economics.
firm works with families with at least $250,000 of investable assets and currently
serves 20 clients with at least $1 million portfolios. The firm has retained over 95% of
its clients since inception and 90% of new clients are referrals from existing clients.
Michael McGinley, CFP® has over ten years experience assisting clients.
Michael’s core focus includes:
- Assisting retirees (or those nearing retirement) develop retirement income
strategies. - Working with small business owners in professional services fields (doctors,
architects, etc).
Michael earned a Certified Financial Planner (CFP®) designation in 2004. To earn a
CFP® designation, one must meet rigorous professional standards and have agreed
to adhere to the principles of integrity, objectivity, competence, fairness,
confidentiality, professionalism and diligence when dealing with clients.
Michael earned a Bachelor of Science degree in Finance at Arizona State University in
1999. He and his wife Kristen have two daughters, Taylor and Susan. Michael
enjoys playing basketball, cooking and reading books on Austrian economics.
 |
 |
 |
 |
 |
 |
 |
Read about our IMPORTANT CONSUMER DISCLOSURE and PRIVACY POLICY.
©2010 McGinley Financial Advisory, LLC. All rights reserved.
