Robert McCarty
MBA
EP Wealth Advisors
Senior Wealth Advisor
Robert McCarty
MBA
EP Wealth Advisors
Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert McCarty, MBA
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Robert McCarty is an Exton, PA fee-only financial advisor serving clients locally and across the country. 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, Robert McCarty is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Informed Investor Reports, Client Education Webinars, Articles and Checklists
EP Wealth Youtube Channel with additional commentary
Bob McCarty’s experience with strategic financial solutions began over 30 years ago. He joined EP Wealth Advisors in 2022 after more than seven years as a Managing Partner at Warren Financial, now part of the EP Wealth family. Bob’s previous responsibilities included serving as CFO of Technology Ventures Corporation, as well as management roles at Sandia National Laboratories, Avery Dennison, Arthur Anderson Business Consulting and General Electric. Bob holds a Series 65 Uniform Investment Advisor license. His clients tend to be successful, hardworking, thoughtful and open to new ideas. He complements their initiative and receptiveness with a passion for teaching and guidance that helps them make the best financial choices to achieve their best lives. A dedicated life-long learner, he’s always looking for unique ways to help people understand the choices available to them in their financial lives. Beyond wealth management, Bob’s interests include traveling and enjoying fine food with his wife Kris, sharing life with their four grown children (and their children), as well as reading, music and golf. He’s served on the board for the New Mexico Museum of Natural History, CLAWS (Civil Litigators Against World Sex Slavery), and Coronado Ventures (serving the venture capital community in New Mexico).
Education
Wake Forest University, MBA
Pepperdine University, Certificate in Private Capital Markets
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
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- High Net Worth Individuals
- Small Business Owners
- Clients Experiencing Divorce
- Retirees and Near Retirees
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Robert McCarty
Office Locations:
-
7 Dowlin Forge Rd
Exton, PA 19341
