McGinley Financial Advisory, LLC is an Arizona based investment adviser. To view our Investment Advisor Public Disclosure, please go to the adviser info page at www.sec.gov and enter IARD number 136182.
The firm typically works with affluent families with $1 million or more in investable assets and net worths of $2 to $5 million. MFA also advises retirement plans such as 401(k) and defined benefit plans. To learn more about retirement plan services, please go here. The firm has retained over 95% of its clients since inception and 90% of new clients are referrals from existing clients.
Michael McGinley, CFP®has over ten years experience assisting clients.
Michael’s core focus includes:
- Assisting retirees (or those nearing retirement) develop retirement income strategies.
- Helping conservative investors manage risk and earn reasonable returns on their invested capital.
- Working with small business owners in professional services fields (primarily medical professionals).
Michael earned a Certified Financial Planner (CFP®) designation in 2004. To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
In 2011, Michael earned Accredited Investment Fiduciary® designation (AIF®). An AIF Designee has acquired a thorough knowledge of fiduciary responsibility and can be an invaluable resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.
Michael earned a Bachelor of Science degree in Finance at Arizona State University in 1999. He and his wife Kristen have three children. Michael enjoys spending time with his family, playing basketball, and reading.