Molly McMahon, CRC®
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
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Serving Clients Nationwide
Financial Planning for Retirees, Business Owners, Dentists and Physicians.
Areas of Focus
- Business Owners
- Employee Benefits
- Estate Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Student Loan Advising
- Tax-Efficient Planning
About Molly McMahon, CRC®
Hi, I'm Molly McMahon, Financial Advisor at Strategic Wealth Design. I have 14 years of industry experience.I'm passionate about making complex topics approachable and supporting clients every step of the way. I hold a Bachelor's Degree in Humanities with a minor in business. I'm a Certified Retirement Counselor® (CRC®), and I carry a FINRA Series 65 license.
Outside of work, I have two children, Isabel and Crosby, I love hiking and hot yoga, I'm a die-hard Fighting Irish fan, and I enjoy historical fiction. I live in the Rocky Mountains and enjoy my quick access to the National Forest.
Professional Designations
- Certified Retirement Counselor (CRC)
Primary Location
2520 S Grand Ave, Suite 203 Glenwood Springs, CO 81601
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Strategic Wealth Design
Strategic Wealth Design is an independent financial services firm headquartered in Las Vegas, Nevada, with a second office in Glenwood Springs, Colorado, and clients across the United States. We were founded for one purpose: to enrich the lives of the people we touch by helping them create financial freedom and security.We provide comprehensive financial planning to pre-retirees and retirees on their path to financial independence. Our approach balances the science and the art of wealth-building – addressing both the numbers and the emotions – so you can enjoy retirement with confidence.
Who We Serve
Our clients primarily include business owners, dentists, physicians, and pre-retirees and retirees on their path to financial independence. Whether you're building a business, advancing in your career, or already enjoying your next chapter, our team is here to guide you with clarity, compassion, and expertise.
Our Services
Our offerings include financial planning, investment management, corporate retirement plans, student loan consulting, and financial wellness programs. For businesses, we provide plan design consulting, fiduciary support, and employee education; for individuals and families, we focus on retirement income planning, estate planning, tax planning and projections, and investment management designed around a financial plan rather than the other way around.
Our Fees
Our compensation is based on fees plus commissions. We charge fees for financial planning and investment management services and receive commissions on fixed insurance products we help clients put in place.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.
Education
St. Mary's College, Notre Dame, Bachelor’s Degree, Humanities/Humanistic Studies Minor Business Administration
Hobbies and Interests
- Family
- Football
- Hiking
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dentists
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Physicians
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