At McGinley Financial Advisory, LLC (MFA), we promise to deliver to you:

    A Higher Standard.  As an investment advisor, our firm has a fiduciary
    responsibility to you. This means we will put your interests ahead of our own.

    Unfortunately, the vast majority of financial advisors are not fiduciaries. Instead,
    they are financial product salespeople only required to meet a much lesser
    “suitability” standard.


    Superior Service.  Have you ever left a message for a business person and not
    heard back from him or her?  Or you do finally hear back days or weeks later?  

    I promise you that will not happen at MFA. I will call you back promptly, in almost
    all cases the same day.  As a client, you will have access to my mobile phone.  


    True Independence.  True independence has many benefits for the investor.
    MFA is an independent, fee-only firm. We have no requirements to sell any in-
    house or preferred products or to advance some large corporate agenda. Our
    independence enables us to provide independent, objective advice.

    This independence also allows us the freedom to seek outside experts on
    investment and financial planning matters.


    A Better Value.  We are committed to providing an excellent value to you, our
    client. The unfortunate truth is that most investment product salespeople sell
    products laden with outrageous fees.  Oftentimes, such fees are hidden and not
    fully disclosed. MFA’s fees are fully disclosed and are a good value.


    A Unique Investment Management Process.  MFA will help you develop a
    portfolio based on your unique goals and objectives, your risk tolerance and
    your financial situation.  We believe we add value to the investment
    management process by taking a forward-looking view of the markets. We make
    reasonable assumptions of likely asset class returns over a five to seven year
    period and make necessary adjustments as needed.

    We will typically implement your investment plan with low cost solutions like
    exchange traded funds and institutional class mutual funds, when available and
    appropriate.   




To learn more, please contact us here.
Our Pledge to You
©2008 McGinley Financial Advisory, LLC. All rights reserved.
Read our IMPORTANT CONSUMER DISCLOSURE and PRIVACY POLICY here.