Serving clients big and small, McBee Advisors treats you as more than just a number. We are your advocate and we know taking care of your needs first, will allow everything else to fall into place. We focus on excellent service, smart investing and long-term goals. McBee Advisors, Inc. is an Investment and financial planning firm with offices located in Bellevue, Washington and Glendale, Arizona.
Founded in 2004 by partners W. David McBee & Seth D. McBee, after seeing a need in the area to be able to give focused, independent investment and planning advice. Since the start, McBee Advisors has been dedicated to serving their clients in the area of investment portfolios and holistic financial planning.
Founded in 2004 by partners W. David McBee & Seth D. McBee, after seeing a need in the area to be able to give focused, independent investment and planning advice. Since the start, McBee Advisors has been dedicated to serving their clients in the area of investment portfolios and holistic financial planning.
Services
McBee Advisors, Inc., located in Bellevue, Washington, and Glendale, Arizona, operates as an independent Registered Investment Advisor. We specialize in holistic planning, which includes: investment management, financial planning, charitable giving, estate planning, and insurance planning. All while staying independent.
In 1986, after the Oklahoma oil bust caused him to lose his 10 biggest clients, small business owner, W. David McBee, left his sign business and started in the investment business. Seeking to find a new career, he found himself with Merrill Lynch in Lawton, Oklahoma. While employed at Merrill Lynch David move from Oklahoma to Seattle Washington.
While your feelings about money play a prominent role in determining the strategy that is right for you, we don't think anyone's emotions-including our own-should have a role in making everyday decisions about your investments. Everything we do in your portfolio is based on using decades of academic research to identify an optimal mix of assets and make investment shifts accordingly.
We believe everyone can benefit from professional advice. As your advocate, we help you make informed financial decisions so that you may live a richer life. And, as your advocate, we don't provide advice until we learn what's most important to you.
While this may sound like common sense, it is not a single conversation, but a detailed process of getting to know your family dynamics and relationships, your current situation and goals for the future, your attitude toward spending and saving, and so much more.We take the time to develop an understanding of your long-term vision in order to set meaningful goals and help you develop a plan to reach them.
While this may sound like common sense, it is not a single conversation, but a detailed process of getting to know your family dynamics and relationships, your current situation and goals for the future, your attitude toward spending and saving, and so much more.We take the time to develop an understanding of your long-term vision in order to set meaningful goals and help you develop a plan to reach them.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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