Financial Advising & Financial Planning

Helping Clients Pursue Financial Security for Over 40 Years

We work closely with affluent families to provide them with a single point of contact for every financial decision they encounter.

or give us a call:
708.479.7755

photo of the McCabe & Associates financial advisors

We Understand and Adapt to the Needs of High-Net-Worth Families

Today, wealthy families are placing a tremendous amount of value on the combination of a convenient client experience, efficiency through the use of technology, and an enhanced level of expertise from their professionals. They need someone to piece together things like their tax plan, estate plan, and investment plan by streamlining communication across their professionals. 

Wealthy families also have a unique need for an efficient transfer of their wealth to the next generation or charitable endeavors. They need an expert who will help advise their children and guide them on that inherited wealth.

Here at McCabe, our advisors have done a deep dive on the specifics of these needs and have tailored our business model to not only meet but exceed them.

mccabe & associates team photo

40+

Years in business

55+

Services for clients

5+

Financial tech tools

A More Personal Approach to Financial Planning

As a family-owned business, we recognize that decisions surrounding your wealth are the most important and personal ones you have to make. That is why:

  • Each client works one-on-one with their designated advisor but has access to all the firm’s team members and resources.
  • All family members are thought of during our process to make family wealth decisions as opposed to individual ones.
  • We’ve added a virtual business model to help our families who have members all over the country.
mccabe & associates team photo

Different, Intentionally.

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We offer tailored experiences for high-net-worth and ultra-high-net-worth individuals.

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We take a collaborative approach with other professionals.

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We embrace traditional and cutting edge technology to match the times and offer you better solutions.

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We prefer a depth of expertise in fewer areas, to being generalists.

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We have over 40 years experience in this industry helping hundreds of clients.

How we help our clients

Wealth Bridge Services

The cornerstone of our services and beliefs, we feel that a properly constructed Wealth Bridge is the best way to ensure a safe path to financial security.

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Tax Planning

We proactively provide your accountant with items they need for tax preparation but more importantly, use technology to help enhance your tax planning. 

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Education Planning

We’ll not only help you determine how much to save for college but how to do so tax-efficiently and what to do if you have education funds leftover. 

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Philanthropy

Our firm helps you to utilize strategies that both help you give to charities and give to them in a tax-efficient manner. 

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Organizing Your Plan

We often see that even those who put together all the pieces of their plan still have these lingering questions.

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Tax Planning

We proactively provide your accountant with items they need for tax preparation but more importantly, use technology to help enhance your tax planning. 

education planning icon

Education Planning

We’ll not only help you determine how much to save for college but how to do so tax-efficiently and what to do if you have education funds leftover. 

philanthropy icon

Philanthropy

Our firm helps you to utilize strategies that both help you give to charities and give to them in a tax-efficient manner.

organizing your plan icon

Organizing Your Plan

We often see that even those who put together all the pieces of their plan still have these lingering questions.

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Investment Risk Management

Risk tolerance is not as simple as matching up your age with your investment strategy.

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Portfolio Monitoring

We’ve created a portfolio reporting system that acts as your “one stop shop” for viewing and monitoring many elements of your plan at once. 

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Investment Research

Focusing on helping you invest with new technology.

 

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Cybersecurity

You’ve spent a lifetime building your wealth, but in today’s world protecting that wealth has become equally important.

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Insurance

We work with the insurance experts in our professional network to cover the entire spectrum of your insurance needs.

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Retirement Planning

Utilizing technology and a variety of different experts is the best way to tackle Medicare, Social Security, and when you can retire.

Generational Planning

Effectively pass on your legacy to those closest to you. 

 

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Estate Planning

We work closely with attorneys before your death to properly title your assets and after your death to transfer those assets efficiently to your family.

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Insurance

We work with the insurance experts in our professional network to cover the entire spectrum of your insurance needs.

retirement planning icon

Retirement Planning

Utilizing technology and a variety of different experts is the best way to tackle Medicare, Social Security, and when you can retire.

Generational Planning

Effectively pass on your legacy to those closest to you.

estate planning icon

Estate Planning

We work closely with attorneys before your death to properly title your assets and after your death to transfer those assets efficiently to your family.

Meet with an Advisor in Our Virtual Family Office

It does not matter where you live, your children live, or your other professionals live. In the digital era, you can meet with and work with our advisors from the comfort of your own home while receiving the same level of service you deserve. 

Resources

Helpful Links

Articles

Risk Assessment

Frequently Asked Questions

How do I monitor my accounts with McCabe?

Our performance portal allows you to track your investments daily through their website or mobile app. This is also where our clients’ quarterly reports are generated and sent. 

How do I schedule a meeting?

Our advisors utilize Calendly to help you schedule meetings virtually. Alternatively, you can call our office to schedule a meeting over the phone.

How do I pay fees to McCabe?

Under our advisory model, each client has an advisory fee that is a percentage of their assets under management. That fee is broken down into 4 quarterly payments throughout the year. 

Do I work with an individual or a team?

We think it’s important that you have both. Each client gets their own designated advisor for a more personalized approach. However, every client has access to all members of our team if their advisor is meeting with another client when they call.