MCCORMACK FINANCIAL PLANNING INC.

Overview

Mccormack Financial Planning Inc. is an independent registered investment adviser focused on serving individuals and families with comprehensive financial planning and discretionary portfolio management. The firm acts as a capital allocator: it constructs client portfolios directly and also selects outside advisers and managers when specialized solutions are needed. Its advisory work centers on fee-based portfolio management, financial planning and the selection of third‑party managers rather than institutional pension consulting or ESG-driven mandates. Investment posture is equity‑oriented. The firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios, supplemented by mutual funds, corporate debt and annuity solutions where appropriate. Portfolios are administered on a discretionary basis for nearly all assets, and the firm employs separately managed accounts alongside pooled vehicles and mutual fund/ETF sleeves to meet different tax, liquidity and customization needs.

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Location & Offices