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
Videos & Blogs
Investment Strategy: Where You Are Now vs. Where You're Headed
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Organization Tips to Help Take Time off Taxes
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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5 Year-End Tax Planning Opportunities
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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