MC² Financial Advisers, Inc. was incorporated in 1998. It is registered as an investment adviser with the Pennsylvania Securities Commission, and is associated with The Vanguard Group® through its Adviser Services Program.

MC² has years of experience in personal finance and the credentials Certified Public Accountant and Certified Financial Planner®.

If you would like a copy of our company brochure mailed to you, just let us know by email frank@mcculloughco.com or phone 610.353.7777.

Our location, 90 South Newtown Street Road, is a two story building located on Route 252 one quarter of a mile south of the intersection of West Chester Pike (Route 3) and Route 252 in Newtown Square, PA.

Our office building is across from, and on the same side of Route 252, as the Gentile Farm Market. MC² shares offices with McCullough & Company, CPA’s in Suite #8, on the second floor. For a map as well as directions to our office, click here.

When the public is surveyed about who they consider their most trusted advisor, the CPA designation consistently finishes first by a wide margin. And in recent years the Certified Financial Planner® has become the credential viewed most by the financial community as the leading designation for those providing personal financial advice.

The Vanguard Group® is the world’s largest no load (no commission) mutual fund organization, and has more than one hundred and twenty five funds available to the individual investors. Vanguard has the lowest cost in the industry. Lower costs will generally result in a better overall return to the investor.

While we often recommend many of the Vanguard funds, there is no bias in that direction. In fact, virtually any mutual fund is available to the clients of MC2 through brokerage services.

MC² Financial Advisers is a Fee Only investment management and personal finance planning service provider.

Our Privacy Policy

In compliance with Securities and Exchange Commission regulations to provide clients with notice concerning Company privacy policies and procedures concerning client information:

As a client, you have entrusted to us personal and financial data, and we hold ourselves to the highest standards in its safekeeping and use.

In order to provide our various services, which include investment advisory and financial planning services, it is often necessary for us to collect significant amounts of financial and related information. We get this information from you and other parties you may designate.

We restrict access to the information for appropriate use by our staff, and have policies in place to physically protect it.

In compliance with rules established long ago by the Certified Public Accounting and Certified Financial Planning professions, we do not disclose any information to any other party, unless specifically authorized by you, or, in rare circumstances, when it’s required by law.

We share our client list with no one. We are committed to working for your benefit, while protecting your privacy and continuing to earn your trust as a valued and objective adviser.