A Higher Standard

Experience, Expertise, Ethics

Michael J.D. McCall LLC. subscribes to a higher standard of financial services:

  • We became a Registered Investment Advisor (RIA) because we wanted to help clients with objective advice, independent from major financial institutions and their product-sales culture. We place your interests first, and we earn our fees from you, not from Wall Street firms selling products and services.
  • We chose to be fee-only because it guarantees our independence and objectivity and because it’s a clearer standard than “fee-based.” As a fiduciary, we charge no commissions and our only compensation comes directly from clients, which are clearly and completely stated in advance. So-called “fee-based” firms can typically charge a fee for a financial plan or other advice, then expose you to investments that can carry commissions or hidden markups. Fee-only means just that – we charge only a fee for services.
  • Michael earned a Certified Investment Management Analyst (CIMA®) certification to gain the advanced skills needed to guide successful people through complex financial challenges. When you work with a Certified Investment Management Analyst, you know that you have a financial partner who voluntarily underwent a rigorous process to become a higher-level financial advisor. The training provided to advisors by Wall Street firms is typically focused on sales techniques.
  • We remain a boutique investment firm to keep your costs low. Since we’re not supporting a huge management and sales force, we can focus on your goals and not those of a brokerage or insurance company.

We are “FarFromWallStreet” Come join us!