Mc2 Financial Advisers, Inc.

The firm provides ongoing investment asset management and related financial planning and consulting to individuals, trusts, corporations and retirement plans, with asset management representing the majority of its engagements. Portfolios are composed primarily of no‑load mutual funds and ETFs, and custodians deliver account statements and trade confirmations directly to clients.

Investment decisions are guided by an asset‑allocation and diversification framework that weighs financial position, goals, time horizon and risk tolerance, with periodic rebalancing and semi‑annual performance reviews. Most client assets are managed on a non‑discretionary basis—transactions generally require client approval—and the firm can also oversee client "held‑away" accounts through a third‑party aggregation/management system with client consent.

Compared with peers, the firm’s predominance of non‑discretionary AUM is atypical for supported RIA practices, and the adviser is affiliated with an accounting practice: the firm shares office space and certain administrative arrangements with an affiliated CPA practice whose principal provides a substantial portion of professional time to accounting work. The firm operates on a fee‑only basis, does not accept commissions, and generally does not vote client proxies, which are sent directly to clients by the custodian.