Our Firm
Discover the story behind McKee Wealth Management—how it began over 40 years ago with Brian McKee and grew into a multi-generational firm serving clients nationwide, all while holding onto the values that started it all.
Our Team
Great planning doesn’t happen in isolation. That’s why our team works together to deliver clear communication, personalized service, and steady guidance—so your relationship with McKee feels consistent for years to come.
Our Services
Every financial strategy should reflect the person it’s built for. At McKee, we don’t believe in one-size-fits-all plans. We take the time to understand your goals, your values, and your vision—then design a clear, personalized path to help you get there.
Whether you're planning for retirement, managing risk, preparing for the next generation, or growing your business, our services are structured with intention and delivered with care.
Our Qualifications
Our firm brings together decades of financial experience, professional designations like RFC® and CKA®, and a commitment to lifelong learning. Every member of our team contributes to the depth and reliability our clients count on.
Useful Links
We’ve gathered a collection of carefully selected resources—from cybersecurity and identity protection to financial literacy, retirement planning, and life transitions. These tools, guides, and articles reflect the questions we hear most from clients—and the topics we genuinely enjoy sharing along the way.