McKeague & Haley Inc. is an independent wealth management firm dedicated to meeting the unique financial and business needs of physicians and their families. We believe that professional, objective, and timely financial guidance is something everyone needs, at least periodically.
Independence
Because we are independent, our firm has no proprietary products to sell. This allows us to provide advice and investment recommendations that put our clients first. We represent our clients instead of any bank, investment, or insurance company.
Process
We can assist clients and their families either comprehensively, or on a per-project basis. Because we don’t have a product-driven focus of any sort, you set the agenda and tell us what you’d like to accomplish. Our role is to assist you in developing a plan to address your goals and then help you measure and track progress over time.
We are backed by the resources of the largest independent broker/dealer in the nation* and have a wealth of market-wide and company-specific research at our disposal. This, combined with our network of specialists, allows us to provide you with customized solutions to work toward your goals.
We are taking clients on a referral basis only.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue