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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!

Catch Up for a More Comfortable Retirement

Encourages older workers to maximize catch-up contributions.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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College Funding

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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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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