Thanks for visiting with us. If you’d like an initial consultation at no charge and no obligation, give us a call. 610.353.7777 or email
frank@mcculloughco.com. Our staff are both Certified Public Accountants and Certified Financial
Planners®, with many years of personal financial experience.
MC² Financial Advisers, Inc. was founded in 1998 to fill a need of individuals for comprehensive investment management and related personal financial services built on a trust based fiduciary relationship. The goal is to offer clients an investment alternative to the piecemeal products sold by commission based investment brokers and insurance companies.
Today MC² oversees millions of dollars in investments, and provides financial services including personal budgeting, saving plans including education, retirement planning and estate preservation. The expansion from initial investment management services into the other financial planning services was inevitable. Just as an individual or a family does not experience life’s choices in a vacuum, there is no prudent way to make investment decisions, as if they are somehow divorced from the rest of life and its financial realities.
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