Founded on the principle that every client is special and deserves personalized care and attention, our multi-generational team strives to be accessible to you and responsive to your needs.
Our commitment is to help business owners, corporate executives and other successful families in the Midwest and throughout the country prepare for their financial future. We are honored that as clients have retired and relocated to other states, they have chosen to continue working with our dedicated team and have introduced us to additional family members in need of wealth management. We have found that geographical distance is no obstacle to building long-term relationships based on personalized service and trust. As of January 2024, clients have entrusted McMullen and Associates with over $850 million in assets and liabilities.
We believe communication is the key to building strong client relationships and strive to regularly reach out and explain the current market environment and to hear your insights and concerns. We will also remind you to review nonfinancial issues that may be essential to your long-term goals, such as living wills and durable powers of attorney.
Our goal is to be your financial advisor for all the seasons of your financial life—whether you are still accumulating wealth, enjoying your retirement or considering how to transfer your wealth to future generations.We believe your wealth management strategy should be powered by big-picture thinking and supported by detailed advice and guidance. That's why we start with a thorough analysis of your financial life—finding out all we can about your current circumstances, future aspirations and any particular concerns that keep you awake at night. Then we can guide you in establishing clear financial objectives and custom-design a strategy with the aim of helping you to reach those goals.Our conversations might begin with questions like these:* When would you like to retire and how much income do you think you will need to live comfortably in retirement?* Do you have specific retirement goals, such as traveling or purchasing a vacation home?* Do you want to fund a child's or grandchild's education? Leave a legacy for future generations?* Do you have adequate insurance coverage, such as long-term care insurance for yourself and your spouse?
CEPA®, CFA®, CFP®, CMT®, CPFA®, CPWA®, CRPC™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
