As the Founder and President at McCarthy Wealth & Tax Advisors, I specialize in managing investments and helping my clients build and preserve their wealth. I have always had a passion for finances and empowering clients with the knowledge of investments and effective wealth-building strategies while minimizing tax liabilities. My expertise lies in both investment management and tax law, making me a uniquely talented wealth and tax advisor.
I hold two prestigious designations: Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). These qualifications allow me to offer comprehensive advice that considers both the financial and tax implications of investment decisions. With a keen eye for detail, I carefully evaluate the risks, benefits, and tax considerations of each investment opportunity. My educational background includes a Bachelor of Science degree in Accounting/Finance from the University of Cincinnati. Additionally, I am a proud member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of CPAs, demonstrating my commitment to professional excellence. To further showcase my dedication to personal financial planning, I have achieved the esteemed Personal Financial Specialist (PFS) credential awarded by the AICPA. This distinction places me among an elite group of the top 1% of CPAs nationwide, recognizing my expertise and excellence in providing comprehensive personal financial planning services.
When it comes to my role, I find great joy in building strong partnerships with each of our clients. It is my priority to ensure that they feel comfortable with our approach and fully understand the strategies we implement. Education is key, and I am committed to equipping my clients with the knowledge they need to make informed financial decisions. I believe that the greatest value I can provide for my clients is being a trusted springboard for their concerns, questions, and ideas. I strive to guide them in making intelligent decisions based on sound financial principles rather than emotional impulses. By promoting rational decision-making, I help my clients achieve their long-term financial goals.
I am a proud resident of Springboro, Ohio, where I share a fulfilling life with my incredible wife, Julie. Our journey together has blessed us with two remarkable adult children who bring us endless joy. When I'm not dedicated to serving my clients, you'll often find me on the golf course, reveling in the game's challenges and rewards. However, my true source of happiness lies in the moments spent with my beloved family.