“Our experience and expertise in the dental profession allows us to provide many value-added services related to your practice and personal financial planning needs that other investment advisors simply can't offer.”
Robert V. Sytz, Jr., CPA, CFP®
President and CEO, McGill Advisors, Inc.
Investment Management Provided by McGill Advisors, Inc.
We cater to the investment needs of dental professionals throughout the country by providing sophisticated strategies and high-quality wealth management services. We are made up of qualified, experienced professionals that will take you through all the important steps so you reach your desired financial goals. What sets us apart from our competition is how our advisors help clients implement the financial and business strategies recommended by The McGill Advisory, and the many value-added services we provide.
We are a fee-only registered investment advisor that believes in exceptional service and a team approach to taking care of client needs. Client relationships are designed to include several professionals knowledgeable about your accounts and available to serve you and your individual needs, such as:
- Designing the right investment strategies
- Controlling investment risk
- Investment tax planning
- Asset allocation
- Quarterly performance reporting against relevant benchmarks
Meet Your Investment Advisors
To learn about your advisors click here.
Recent economic analysis and financial market outlook
Do you know if your portfolio is properly balanced and allocated for tax efficiency? Call Patty Martin at 877.306.9780 to request a complimentary analysis of your current investment portfolio.