Gillian McCarthy
CFP®
Great Oak Wealth Management
Financial Advisor
Gillian McCarthy
CFP®
Great Oak Wealth Management
Financial Advisor
Throughout my professional career, the lessons my parents taught me at a young age have driven my curiosity, my desire to help others, and to share my love of personal finance. - Gillian McCarthy, CFP®
Fee-Only financial planner located in Pottstown, PA, serving clients locally and across the country
Gillian McCarthy is a Pottstown, PA fee-only financial planner. Great Oak Wealth Management provides financial planning and investment management to help professional women, equestrians, and young families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Gillian McCarthy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Gillian McCarthy is a fee-only financial advisor at Great Oak Wealth Management, located in Pottstown, PA
As a second-generation financial planner, I started setting goals for myself personally and financially at a young age. The only daughter of a financial planner (father) and an accountant (mother), my childhood lessons included saving, budgeting, and planning for the future.
Today my clients benefit from the lessons that have been ingrained in me since childhood and the expertise that is a result of years of development. At Great Oak Wealth Management, we boil down the complex decisions we all face into manageable and most importantly, understandable steps.
I guide people who share a commonality of being talented in their careers but are constrained by the precious resource of time. With growing families, young executives, and those dedicated to time-intensive hobbies like my fellow equestrians; together we wade through muddy, sophisticated financial decisions to get from point A to point B without jargon or a sales pitch, but a straightforward plan and a team to rely on.
Outside of the office, my husband Dan and I spend our time on any number of projects on our small farm in Royersford. We share our farm with our dressage horses and a lovely field of cut flowers.
Gillian McCarthy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are a financial solution provider. We help you overcome your multifaceted financial concerns. Whether it’s planning for retirement, managing taxes, saving for college, or designing an investment portfolio, we’ve got you covered. You may not need us for every financial decision that comes down the pike, but we are the go-to team that provides expert advice when you need it. We listen and understand your needs, help you solve the big problems, avoid the little ones, and have a breadth and depth of industry knowledge to put the financial puzzle pieces together for you.
Great Oak Wealth Management was founded through a passionate desire to provide comprehensive financial planning and wealth management strategies to individuals, families, and small businesses. Our unwavering team approach and structured process place your needs and goals as the foundation for your success. We are fee-only and flexible.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Equestrians
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Gillian McCarthy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Gillian McCarthy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Gillian McCarthy is Quoted on Yahoo Finance: "Here's why the Treasury I bond's lower rate is still 'significant’"
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Gillian McCarthy is Quoted in US News and World Report: "How to Survive as a Retiree in a Down Market"
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Gillian McCarthy Provides Expert Response to "The Financial Challenges of Debt and Divorce" on Debt.com
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Gillian McCarthy is Quoted in US News and World Report: "How to Survive as a Retiree in a Down Market"
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Gillian McCarthy is Quoted in US News and World Report: "New Opportunities to Make 401(k) and IRA Catch-Up Contributions"
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Gillian McCarthy is Quoted on GoBankingRates.com: "Bad Money Habits: Impulse Shopping, Food Delivery and More of Young Women’s Worst Financial Foes"
Contact Gillian McCarthy
Office Locations:
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2295 Wells Rd
Pottstown, PA 19465 -
101 Lindenwood Drive
Suite 225
Malvern, PA 19355
