wiseradvisor

Robert McCullough
MC2 Financial Advisers, Inc.

Tel: (610) 353-7777
24 S. Newtown Street Road
Suite 100
Newtown Square, PA 19073

Pesonal attention, Independent, Fee Only

MC2 Financial Advisers, Inc. | Financial Advisor in Newtown Square ,PA

About MC2 Financial Advisers, Inc.

Independent, fee only, registered investment advisors in Newtown Square, serving small businesses and families throughout the Philadelphia area. We are CPAs and CFPs, who use all of our knowledge and experience to integrate clients' financial goals and plans with proper business, tax, retirement & estate planning. No selling. No commissions. No dinner seminars. Specializing in Vanguard funds.


General Information

Firm Start Year:   1998
No.of Employees:   5-9
Name of Broker/Dealer:   n/a
Name of Custodial Firm:   Vanguard
States Licensed in:   PA
Number of Years with Current Firm:   16
I work with the following types of clients:   Individual Investors, Qualified Retirement Plans, Businesses


Services

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


Firm Information

Firm's Number of Clients:   52
Firm's Number of Managed Clients:   51
Assets Managed by Firm:   $39,342,000
Advisor's Number of Managed Clients:   52
Assets Managed by Advisor:   $39,342,000


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 and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Hourly, Based on Assets
Fee % Based on Assets:   1%1st 500K
Additional Details on Charges:   No commissions. No minimums. Fee only. Free consultation. Free trial period.
Minimum Fee Charged for Managed Accounts:   0


Education

BA - Sociology with minor in Business  Villanova - Villanova, PA
09/01/1998-05/30/2001



Faqs

  • Do you have a customer satisfaction or refund policy? No, but contracts can be canceled at any time.
  • What are your qualifications? What is your education background? BA in Sociology, minor in Accounting - Villanova University CPA CFP(R)
  • What is your approach to financial planning? We integrate clients' financial goals with sound investment, tax, retirement and estate planning techniques. Trained as accountants, we are obsessed with accuracy and deliver customized advice to our clients that is timely, and meaningful.
  • What services do you offer? Investment management, financial planning, tax planning & preparation, small business accounting,
  • How many clients do you currently manage? 52
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Robert McCullough

Robert McCullough

CFP®, CPA

I have lived my whole life in Delaware County, first raised in Newtown Square with my parents and 2 older sisters. I graduated from Devon Preparatory school, with much appreciation for a good Catholic school education. Then I graduated from Villanova University with a degree in Sociology & Business. I broke my leg in March 2001, but I was still able to get back on my feet in time join my classmates at graduation two months later in May. For 2 years, I worked for a family owned local brokerage firm, supporting most of the sales reps in the office. I joined my family firm in May 2003, where I am currently a practicing CPA and a holder of the CFP® designation. I am currently the managing partner, but Id be nowhere without the help of our staff, Bernadette, Lorraine, Betsy & Michael. My education, credentials, experience and staff give me the ability to integrate clients financial goals with smart investment and tax planning. I currently live in Wayne with my wife and 3 kids. The most challenging thing Ive done was a 30 day live-in program for students of Aikido, a Japanese martial art. I spent the month of July 2004 in Chicago, living and training with other like-minded Americans and Europeans, and eventually earning my black belt in July 2006, after 7 years of training.\

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My Services

Financial Planning for Businesses

As dual tax and financial advisors, we believe the businesses that our clients own are their #1 investment. We work with these clients to make sure they have something to show for their hard work, such as optimal business entity selection & accounting, advice on retirement plan selection, and dynamic tax planning. Most of our business clients are pass-through entities in small business, and rental real estate.


Financial Planning for Individuals

We use cloud based financial planning software called Right Capital to integrate clients personal financial goals with smart investment, tax, estate and insurance planning, education savings analysis, student debt loan analysis, as well as personal budgeting and cash flow management.


Financial Advice & Consulting

We meet with clients twice per year to review investment performance, financial goals and plans, personal balance sheets, and short & long term tax planning. One stop shop. Clients have unlimited access (within reason) to Rob, a dual CPA & CFP advisor, and staff.


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

Communities Served

Abington Ambler
Ardmore Aston
Audubon Avondale
Bala Cynwyd Berwyn
Blue Bell Broomall
Bryn Mawr Chadds Ford
Chalfont Cheltenham
Chester Springs Coatesville
Collegeville Conshohocken
Devon Downingtown
Drexel Hill Exton
Gladwyne Glen Mills
Haverford Honey Brook
Kennett Square King Of Prussia
Lafayette Hill Lansdale
Lansdowne Malvern
Media Narberth
Paoli Philadelphia
Phoenixville Plymouth Meeting
Ridley Park Springfield
Swarthmore Thorndale
Thornton Upper Darby
Villanova Wallingford
Warrington Wayne
West Chester Wynnewood

Compensation Arrangements

Check Visa
MasterCard American Express
Diners Club Discover

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