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
Our Team
Videos & Blogs
The Pros and Cons of Investing in a 529 Plan for College
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
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Video: 3 Money Management Principles for Children
*This content is developed from sources believed to be providing accurate information. The information provided is not...
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Retirement Calculator: Are You On Track to Reach Your Goals?
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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