McNamara Financial Group

  • RIA Only
  • Hybrid

McNamara Financial Group

450 East Rd
Doylestown, PA 18901
Phone: 215-348-3176
Fax: 215-348-3219
Website: https://www.mcnamarafinancialgroup.com/

Total Office Members: 5
Total Advisors: 3


Description:
McNamara financial Group, located in Doylestown PA, was founded by experienced and accomplished professionals with a combined 50 years of experience in the Financial Services industry. With an emphasis on exceptional customer services and individualized account management, our ability to navigate the vast financial landscape is second to none. Since our inception in 2011, we have strived to develop strong client relationships built on a foundation of trust. Each member of the group brings a unique skill set and extensive knowledge to the team.


We are most interested in:
  1. Joining our Practice (1099, W2, Both)
  2. Expanding their offering
  3. Succession Planning

An advisor with the following background:
We are interested in adding the right financial advisor to our office in Doylestown, PA. We also offer the ability for an advisor to work remotely due to our technology stack.

  • An advisor located within 1 to 35 miles from our office location.
  • An advisor with $20M to $80M assets under management.
  • We are open to expansion into the following regions:
    Doylestown, PA
    Newtown, PA
We focus on
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Business Services
  • Female Clients
  • Consultation Services
  • Insurance
  • Employee Benefits
We offer
  • Office Space
  • Remote Work Setup
  • 1099
  • In-House Portfolios
  • Marketing
  • Administrative Support
Technology Stack
  • CRM: Salesforce
  • Financial Planning: Wealth Vision
  • Trading Platform: Enhanced Trading
  • Client Portal: Accountview
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • LPL Financial

If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us