McCarthy Asset Management, Inc.
McCarthy Asset Management, Inc.
Redwood City, CA
Serving Clients Nationwide
An Honest Financial Partner You Can Trust
0 out of 5 Stars
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Primary Advisor Locations
Ryan McCarthy, CPA, CFP®
Steve McCarthy CFP®, CPA®
McCarthy Asset Management, Inc.
Compensation Methods
- Fee Only
- Percentage of Assets Managed
About McCarthy Asset Management, Inc.
Working with a financial advisor should be enjoyable. At McCarthy Asset Management, we’re here to demonstrate our unique and collaborative approach to the financial planning process, which leads to results and a lifelong partnership.We are an independent, fee-only financial planning and investment advisory firm that has been helping people invest wisely since 1999. Our mission is to help you better understand your financial situation and improve potential outcomes through comprehensive financial and tax planning.
We serve clients with investable assets of $1 million+, who are interested in financial planning, tax services, investment advice and/or tax consulting. Our mission is to help you better understand your financial situation and improve potential outcomes through comprehensive financial, investment and tax planning.
One of our most important roles is to determine a suitable and appropriate asset allocation strategy by considering your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term and while we ignore the vagaries of short-term stock market fluctuations, we do make appropriate asset allocations adjustments to reflect changes in the investment environment and changes in your objectives.
Please visit our website to see how we can help you manage your money more wisely and achieve your financial goals. If you would like to discuss your specific situation, please click the 'Contact Me' button to send us an email, or click the 'Book Intro Call' button to schedule a 30-minute introductory call.
We promise to be a partner you can trust for intelligent advice, great service and value.
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View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Technology Professionals
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