Mike McVicker
Founder, CEO, and Private Wealth Advisor
Years of Experience
36 years
Number of Clients
40
Average Client Size
$8,397,551
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I am surrounded by a multi-generation team of industry experts to ensure that the planning, strategies, and outcomes aligned on with clients are seen through for generations to come.
Clientele
Clients I work with fought hard to build multi-generational wealth. After years of hard work and accumulation of wealth, true financial and legacy planning was overlooked. Clients of our firm value our commitment to understand their unique goals and create a true plan to bring those goals to life.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Retirement Planning
Specialties and Expertise
Credentials and Designations
Chartered Financial Consultant®
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Chartered Life Underwriter®
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Series 7 - General Securities Representative Exam
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Pricing Models
Education
Southwest Baptist University
B.A. Psychology and Religious Studies
Obtained in 1986
Advisor Links
Disclosures and Proof of License
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