Mcculley Financial Group, LLC

McCulley Financial Group, LLC, established in 2010 by Kortney R. McCulley, offers personalized financial planning and investment management services to individuals, trusts, and small businesses. The firm focuses on financial goal determination, cash flow management, tax planning, and investment management. MFG operates as a fee-based firm, not selling commissioned products like annuities or insurance. The firm manages client assets totaling $153,136,643, with both discretionary and non-discretionary services available. Clients can expect a range of fees based on assets under management, with additional hourly charges for extra services. MFG does not participate in wrap fee programs and does not charge a minimum account size. Investment strategies involve fundamental, technical, and cyclical analysis, with risks including interest-rate, market, and liquidity risks. Kortney McCulley, the managing member, holds various industry designations and has affiliations with insurance and technology ventures. The firm's investment discretion allows for both discretionary and non-discretionary management, with clients having the option to place restrictions on investments. Clients are responsible for voting proxies on securities held in their accounts. McCulley Financial Group, LLC does not receive economic benefits from external sources and does not compensate for client referrals. Kortney McCulley oversees all aspects of the firm's operations and can be contacted for further information.