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Bringing Private Wealth Management to the Individual Investor
Our team at the McAfee Financial Consulting Group provides a personalized multigenerational approach to wealth management and utilizes our 100+ years of combined investment experience to help our clients reach their financial milestones.

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We are driven to understand you, your family, and your goals on a deep level – because we want to be your experienced guides through every step of your journey.

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Recently Announced: Chuck McAfee named as Forbes Best-In-State Wealth Advisor in 2024



2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
100 years of combined experience

Why We Love Our Jobs

We put our clients and their aspirations front and center. But beyond your needs, we do our best work - and get the most out of our roles as financial advisors - when we demonstrate how much we care about you on a personal level.