Mccormick Financial Advisors, LLC

The firm provides comprehensive financial planning and investment portfolio management to individuals, trusts, estates, charitable organizations, and also to corporations and small businesses — the inclusion of corporate or business clients is less common among peers. It also advises several employer‑sponsored retirement plans and manages client accounts on both discretionary and non‑discretionary bases.

Investment advice is tailored through a client‑level analysis of goals, risk tolerance, and existing holdings, with portfolios constructed using mutual funds, ETFs, individual equities and fixed income, third‑party managers, and selective private placements. The firm documents due diligence on outside managers and private funds and may recommend or implement more complex strategies (including short sales and option-related considerations) when appropriate for a client’s objectives and risk profile.

The firm is notable for serving corporate/small‑business clients and plan sponsors in addition to individual households while managing a modest number of client relationships and roughly $79 million in discretionary assets. It operates on a fee‑only advisory basis (no commissions) and discloses a recommended custodial relationship with an institutional provider from which it receives certain services tied to a custody commitment.