THE DE MARCO-MCCARTHY GROUP
"Helping families and business owners plan for today, tomorrow, and beyond—including succession planning and business exit strategies."
At The De Marco-McCarthy Group, our mission goes beyond growing wealth—it’s about helping clients use their financial resources to create a meaningful, secure, and fulfilling life. Edye De Marco and Brendan McCarthy, as managing partners, lead a team of experienced advisors who believe financial success isn’t just about accumulating assets—it’s about leveraging them to build opportunities, pursue passions, and secure a legacy. Our approach focuses on balance—between smart financial planning and enjoying life today—so clients feel confident about their future while making the most of the present.
At The De Marco-McCarthy Group, financial planning is about clarity, confidence, and long-term success. Our goal isn't just to grow wealth—it's to help clients feel secure and empowered, knowing they have a plan tailored to their needs and aspirations.
Edye and Brendan, supported by our team of advisors, believe financial success isn't about following a rigid formula—it's about making strategic choices that align with your vision for the future. Whether you're building a business, securing a legacy, or preparing for life's transitions, we help you pursue opportunities—both common and uncommon—that bring true meaning to your years of hard work.
Guiding Principles
- Client Goals as the Foundation
Every financial strategy begins with understanding what truly matters to you. Whether it's ensuring financial security, business continuity, or creating generational wealth, success is measured by progress toward your personal and professional goals. - Proactive, Not Reactive Planning
Markets fluctuate, life changes, and new opportunities arise. Edye De Marco and Brendan McCarthy, along with our team of advisors, work closely and consistently with clients—not just at scheduled check-ins, but whenever adjustments are needed to keep plans on track. - Risk Management Before Growth
Protecting wealth is just as important as growing it. Leveraging Bank of America's institutional research and disciplined investment models, we ensure diversification, risk mitigation, and tax efficiency while positioning clients for long-term success. - Building Lasting Relationships
Trust is earned through integrity, transparency, and personalized guidance. Clients value our ability to deliver clear, goals-based strategies that help them navigate financial decisions with confidence.
At the core of The De Marco-McCarthy Group's philosophy is a commitment to providing financial clarity and peace of mind—ensuring clients feel prepared for the future while enjoying life today
CFP®, CPFA®, CSRIC®
ChFC®, CIMA®, CPFA®
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.
