610.353.7777
24 S. Newtown Street Road
Newtown Square, Pa 19073
24 S. Newtown Street Road
Newtown Square, Pa 19073
CONTACT US
Please be aware that we have moved our scheduling platform to Calendly. Use the above link to schedule time with us. We're looking forward to working with you!
FINANCIAL & INVESTMENT ADVISORY SERVICES SINCE 1998
MC2 Financial Advisers is a fee-only and investment advisory firm based in Newtown Square. We provide investment advice and financial planning focused on maximizing investor education and minimizing unnecessary risks to our clients. As a Registered Investment Advisory firm, each principal of MC2 Financial Advisers, Inc. is a Certified Financial Planner and Certified Public Accountant.
WE SPECIALIZE IN
Savings Plans for Retirement
College Education
Estate Preservation
Traditional Investment
Tax Planning
Savings Plans for Retirement
College Education
Estate Preservation
Traditional Investment
Tax Planning
OUR CERTIFICATIONS
CFP: Board Certified in Financial Planning
CPA: Professionally Licensed in Accounting, Taxes, and Finance
Compensation: Fee-Only, No Commision, No Conflict of Interest
CFP: Board Certified in Financial Planning
CPA: Professionally Licensed in Accounting, Taxes, and Finance
Compensation: Fee-Only, No Commision, No Conflict of Interest
OUR PROMISE
We work Solely for you and do not represent a larger institution
We integrate your investment, financial, and tax life
We provide a disciplined strategy that will give you assurance
We use no-load, low cost index mutual funds
We minimize your taxes
We meet with you for a comprehensive review twice a year
We never hold client funds and always use a 3rd party custodian
No Dinner Seminars that over-promise and under-deliver
No annuity or life insurance sales
FEE STRUCTURE
We do not earn commissions on the sale of investment products, and there is no minimum balance requirement.
Up to $500,000 1%
$500,000 - $1,000,000 0.8%
1,000,000 - and up 0.7%
$500,000 - $1,000,000 0.8%
1,000,000 - and up 0.7%
