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
Preparing for Lifetime Income in Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Financial Planning for Young Professionals
It’s never too early to start planning for your financial future.
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Finance Lessons for Your Teen
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so...
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