Mike McGinley
CFP®, AIF®
EP Wealth Advisors
Vice President/Partner
Mike McGinley
CFP®, AIF®
EP Wealth Advisors
Vice President/Partner
Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Mike McGinley, CFP®, AIF®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Mike McGinley is a Chandler, AZ fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mike McGinley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mike McGinley is Vice President and Partner at EP Wealth Advisors, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. He has worked in the financial services and wealth management industry for over 20 years and earned his Bachelor of Science degree in Finance from Arizona State University in 1999. Prior to EP Wealth Advisors, Mike founded Providus Advisors, a Registered Investment Advisor in Phoenix, Arizona. Before founding Providus Advisors, Mike had served clients as a self-employed investment advisor for eight years as owner of McGinley Financial Advisory.
In 2002, Mike earned his Certified Financial Planner (CFP®) designation. To earn a CFP® designation, one must meet rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness,confidentiality, professionalism and diligence when dealing with clients.
Mike also earned the Accredited Investment Fiduciary (AIF®) designation as well in 2012. An AIF Designee has acquired a thorough knowledge of fiduciary responsibility and can be a resource to investment fiduciaries and individual investors alike. An AIF designation represents that person’s knowledge of a Global Fiduciary Standard of Excellence and their application of the global standard into their own practice.
Michael is an Arizona Native, currently residing in Gilbert. He is an avid reader, loves to play basketball, and is very active in his children’s sports teams. His family loves to travel together. Their favorite place to visit is Carlsbad, California for the great weather and family friendly atmosphere.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
Working Together
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
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Mike McGinley 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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Mike McGinley 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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Mike McGinley is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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EP Wealth Advisors - Awards & Recognition
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Mike McGinley is Quoted in The Gilbert Sun News: "Financial advising duo excited about acquisition"
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Mike McGinley is Quoted in Citywire: "The acquisition of Providus Advisors expands EP Wealth’s presence in the Phoenix market."
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Mike McGinley is Quoted in Financial Advisor Magazine: "EP Wealth Expands In Phoenix Market With Acquisition Of Providus Advisors"
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Mike McGinley is Quoted on AP News "EP Wealth Advisors Acquires Providus Advisors, LLC"
Contact Mike McGinley
Office Locations:
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1490 S Price Rd.
Suite 313
Chandler, AZ 85286
