Marie DeCaprio, CFP®

78 Meadow Road
Briarcliff Manor, NY 10510

About MCD Advisors

MCD Advisors is a financial planning firm providing fee only, objective financial advice. We work with clients regarding all areas of financial concerns: saving, spending, investing and risk management. We do not sell products nor do we manage assets--we offer unbiased advice based on almost 20 years of experience and a strong educational background.

20 Years of Experience



General Information
Firm Start Year:   2003
No.of Employees:   1
States Licensed in:   NY, NJ
Number of Years with Current Firm:   5
Work Experience:   Portfolio Manager, Prudential Investments 9 years
Portfolio Manager, Citigroup Asset Management 4 years
Financial Planner, MCD Advisors, 5 years
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds
I can meet clients in the following ways:   At your home , Via phone , Via email , At your office


Qualifications & Memberships
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   40


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Compensation Methods:   Flat Fee , Hourly
Hourly Rate:   $190
Flat Fee Rate:   $850
Minimum Fee Charged for Hourly Planning Accounts:   $500



FAQs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? I have 20 years experince in the financial services industry. I am a Certified Financial Planning TM certificant, hold the CFA designation and have an MBA in finance from New York University.
  • What is your approach to financial planning? COmprehensive, I look at the whole picture. I provide personalized advice, not cookie cutter presentations.
  • What services do you offer? I provide financial advice, I do not manage assets or sell products.
  • How many clients do you currently manage? 20-30
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Marie DeCaprio, CFP®

Marie DeCaprio, CFP®

CERTIFIED FINANCIAL PLANNER™ Certificant, CFA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order