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Our Investment Process

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

Investment Process

Our Wealth Management Process

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.


Wealth Management Process

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.

 

 

Your Story,
Your Goals,
Your Advocate

 

Our objective is simple, we are your advocate. We want to help you make informed financial decisions so that you may live a richer life.

 

Contact us today!

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck