Mccurdy Financial Solutions

Overview

Mccurdy Financial Solutions is an independent, sole-proprietorship RIA that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm mixes ongoing advisory relationships with project-based work—charging a percentage of AUM for managed accounts while also offering hourly and fixed-fee engagements. Its advisory services include comprehensive financial planning, discretionary portfolio management and client education through seminars and workshops. Investment activity is centered on public funds and mutual funds, with a stated tilt toward ESG considerations—Mccurdy Financial Solutions identifies as an active ESG investor and incorporates environmental, social and governance factors into client portfolios where appropriate. As an independent adviser, the firm relies on third-party mutual funds and model portfolios rather than functioning as a capital allocator or sponsor of proprietary pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices