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An Approach for Clarity and Confidence

Discovering the Values that Matter To You

We care about what's important to you. Our integrated approach begins with a thorough discovery meeting where we discover your life's priorities. This enables us to align your values with a personalized, tax-efficient financial plan.

Placing your Goals and Needs at The Forefront

Placing your Goals and Needs at The Forefront

If you’re like many of our clients, you probably don’t think in terms of financial goals. You think in terms of life goals — how and where you want to be able to spend your time. Money is just a tool.

We’ll help you turn those aspirations into specific, organized financial goals and objectives, with a plan to help you pursue them based on your time horizon and risk tolerance.

Navigating The Journey From Wherever You're Starting

Navigating The Journey From Wherever You're Starting

From the moment you first walk through our doors, we will support you at every stage of your financial journey. This all begins with identifying where you are now and where you want to be in the future. 

We will work closely with you and create a personalized and detailed financial plan that acts as a roadmap to help you achieve both your financial and life goals.

Your Financial Guide At Every Life Stage

We're here for you throughout your life journey. Our advisors will assist you in discovering personalized and practical financial solutions for both your present and future objectives.

Starting Out on Your Journey

Starting Out on Your Journey

Growing Your Wealth & Family

Growing Your Wealth & Family

Nearing or Planning to Retire

Nearing or Planning to Retire

Enjoying Retirement Life

Enjoying Retirement Life

Technology That Gives You The Edge

Technology That Gives You The Edge

At McKinney Capital Management, we use advanced planning tools like AdviceWorks to help you see your financial goals clearly and create a complete plan to achieve them.

With these state-of-the-art resources, you can be sure you're working with a team that's dedicated to using top-notch technology to provide outstanding financial planning services.

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about healthcare costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Who We Work With

We work with hard-working professionals located in the Greater Houston area and beyond to help provide them with a roadmap to their financial goals.

Who We Serve

About Us

We provide an all-inclusive financial planning service to hard-working clients, educating them on the ins and outs of their finances to help them achieve their financial goals.

About Us

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