Principal
About Us
It’s not about us. It’s about you. When you work with McIntosh Capital Advisors, our sole focus is on you. Our work is about clarifying your goals, peering into the future with you, and helping to crystalize a plan to get you to where you want to be.
Financial Planning
Dreams and goals are essential to experiencing a fulfilling and purposeful life! But without a sound financial plan -- a set of thoughtful and deliberate actions -- it’s difficult to realize our dreams. Oftentimes people don’t plan to fail, but instead, fail to plan! Given that it’s your life, you might as well live it to the fullest every day.
Investment
Once we have a clear idea of our clients’ goals and objectives and have examined your risk tolerance and personal preferences, we are able to develop a customized asset allocation strategy. Our asset allocation strategy spreads your assets over a number of asset classes.
Why Us?
Our process is simple; transparency at all times, with all people. When it comes to transparency in compensation for advisors, the financial services industry doesn’t bode well.
That’s why we want you to know exactly what it means to be working with a fee-only advisory like McIntosh Capital Advisors, Inc.
Our Team
Financial Planner & Office Admin
Senior Investment Analyst
Videos & Blogs
Why Financial Professionals Are Still Important
With the popularity of robo-advisors, are financial professionals still necessary?
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How Habits can Impact Your Finances
Unhappy with your current financial situation? Your daily habits may be to blame.
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3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach
Intro When it comes to managing your personal finances, paying someone else to decide where to put your money may feel...
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