We are a full-service team comprised of five wealth management professionals who all bring varied and unique expertise to the benefit of our clients.
We value our clients and strive to deliver highly customized investment strategies with high touch service.
A Comprehensive Approach
Our team works closely with an internal executive services group to help our clients understand what they own.
Concentrated Stock Management Services
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Our team works closely with an internal executive services group to help our clients understand what they own.
Investment Management Services
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Our team works closely with an internal executive services group to help our clients understand what they own.
Lending Services
Learn MoreVision • Commitment • Goals • Strategies • Tactics • Tools
Our team focuses on the issues that matter most to the clients we serve. We strive to understand your VISION for you and your family, furthering the COMMITMENT you have made to living in accordance with that vision. Likewise, we understand the specific GOALS you wish to achieve along the way, working together to help execute the appropriate STRATEGIES, TACTICS, and TOOLS to get you there.
Awards and Recognition
The Showalter McCormick Financial Group has been named Forbes Best-in-State Wealth Management Teams for 2023, 2024, 2025, and 2026. In addition, Andrew McCormick and Todd Showalter, Private Wealth Financial Advisors, were named Forbes Best-In-State Wealth Advisors in 2020, 2021, and 2022. Andrew and Todd lead a full-service wealth management team providing holistic, personalized advice to affluent individuals, families, and their estates. Our team collaborates with corporate executives, family offices, entrepreneurs, and leaders in their respective industries to develop appropriate strategies and supporting tactics to help them achieve their financial goals.
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*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (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.
* 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). For 2026, add: 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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.