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Francis Mccullough

Advisor at Mc2 Financial Advisers, Inc.

Updated today
Mc2 Financial Advisers, Inc. logo

Firm

Mc2 Financial Advisers, Inc.

Location

Newtown Square, PA 19073

Credentials

CFP®, Series 63

Industry experience

27 years

About

Francis Mccullough is a CFP® with 27 years of experience and is the sole advisor at Mc2 Financial Advisers, Inc. He has been president of McCullough & Company P.C., an accounting and tax preparation firm, since 1969. Mc2 Financial Advisers provides investment asset management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm primarily manages portfolios using no-load mutual funds and ETFs, following an asset-allocation framework with client-approved transactions and periodic performance reviews.

Client services

Based on Mc2 Financial Advisers, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Mc2 Financial Advisers, Inc.

Wealth management

Fee options

Fixed

Fees for consultations on financial matters outside investment management are negotiable.

Percentage

$0 - $500,000: 1.0% annually $500,000 - $1,000,000: 0.8% annually $1,000,000+: 0.7% annually

Other

Fee-only: Fee-only service provider, does not charge or accept commissions.

Location

90 S Newtown St Rd Ste 8, Po Box 432

Newtown Square, PA 19073

Most active in

Pennsylvania

Work history

McCullough & Company P.C.

1969 - Present (57 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

Series 65

Glen Mills, PA

The Lyttle Company, LLC

John Lyttle III is President & CEO of The Lyttle Company LLC. In prior years, John served as Chief Operating Officer of Ogee Group LLC, a New York based Quantitative Hedge Fund. He went on to work on the Financial Planning & Analysis team at Vornado Realty Trust, one of the world's largest Real Estate Investment Trusts. John later was Senior Analyst to the Chief Financial Officer at Health Monitor Network, the leading Direct-to-Patient health education company. John has been acknowledged in a Wiley Finance Book Publication, "Advanced Equity Derivatives: Volatility and Correlation," for his contribution of many figures and problem solutions. He has been published in the Financial Times, The New York Times, and STEM Magazine and lectured at Johns Hopkins University on Black-Scholes and its use in pricing options. John holds an MS in Finance from Johns Hopkins University and a BS in Mathematics with a minor in Economics from Fordham University.

Active portfolio management Options & derivatives strategies
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Michael C

CFA®

Philadelphia, PA

Carey Investment Solutions LLC

Concentrated stock management
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Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

General tax planning General estate planning guidance Cash flow / budgeting

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
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Logan M

CFP®, Series 65

Philadelphia, PA

Pocket Project

Cash flow / budgeting College savings (529s, UTMA, etc.) Tax strategies for small businesses
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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