Mccarthy Asset Management, Inc.
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About the firm
McCarthy Asset Management is an independent, fee-only financial planning and investment advisory firm that has been helping people invest wisely since 1999. Their mission is to help clients better understand their financial situation and improve potential outcomes through comprehensive financial and tax planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, net worth analysis, retirement analysis, income tax services (tax planning and preparation), and Social Security planning.
Who they serve
Pre-retirees, retirees, and high net worth individuals seeking financial planning, investment management, and tax services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 49 | $46M |
| High Net Worth Individuals | 169 | $377M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mccarthy Asset Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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