Broker Check

Join Our Team

A Collaborative Network of Advisors

As a member of the MCM network, you’ll likely feel more equipped and supported as an independent business owner than you would at a big-name bank or wirehouse. Ours is a tight-knit community—a collaborative network of like-minded professionals who openly share their knowledge and expertise. 

Backed by MCM’s team of industry veterans, you’ll have access to coaching opportunities, peer connections, and mentoring opportunities that can help you take full advantage of your freedom and flexibility. Our community is built to help you confidently pursue your goals and accelerate your business growth.

Our Leadership

Independent But Not Alone

Independent But Not Alone

We provide personalized support and training to help you optimize your technology tools and seamlessly incorporate them into your daily operations.

Our aim is to offer reliable and efficient support to simplify processes, reduce operational costs, and deliver outstanding service to your clients.

How We Put You on the Path to Achieving Independence

How We Put You on the Path to Achieving Independence

McKinney offers a full suite of tools and services to support you in any stage of your career.

Whether you are new to the industry, an independent advisor or coming from a wirehouse, McKinney has the resources to help you simplify your operations, drive revenue and enhance your client relationships.

Data-Driven Technology For More Accurate Decision Making

Data-Driven Technology For More Accurate Decision Making

We provide our partners with powerful tools to monitor portfolio performance, track market trends, and analyze key indicators. This allows you to make informed decisions and stay competitive in a constantly changing market. 


Whether evaluating performance across various asset classes or assessing broader economic trends, data and metrics give you the insights needed to stay up-to-date and make timely choices that can improve outcomes for your clients.

The Different Advisors We Onboard

We work with advisors who have three or more years of professional experience, including insurance agents, experienced professionals, and those from wirehouses. As long as you have an existing book of business, we're open to a variety of backgrounds no designations required. Don't hesitate to contact us to explore opportunities for growing as a professional and advancing your career with our team.

Experienced Advisors

Experienced Advisors

Bank Advisors

Bank Advisors

Wirehouse Advisors

Wirehouse Advisors

Customized Solutions That Meet Your Client's Expectations

We provide customized wealth management solutions that help you create personalized strategies for your clients, enabling them to achieve their financial goals. Our experienced advanced planning team offers all-inclusive solutions to equip you with valuable guidance. 

If you're interested in becoming more independent and delivering an exceptional financial planning service, then reach out and get in touch with a member of our team today.

Get Started Today

Our Services

We offer an all-inclusive financial planning service that comes with a supportive team who will work closely with you throughout your financial journey.

Our Services

Meet the Team

Our team builds long-term relationships with a down-to-earth perspective that clients can relate to, always going to the nth degree to help clients achieve their financial goals.

Our Team

Contact Us

Are you ready for a different financial advisor who will support you every step of the way? Don’t hesitate to reach out today.

Contact Us