Dave McCary

Dave McCary, CFP, MBA is a 20+ year wealthcare professional and founder of McCary Anheuser Wealth Management, LLC (MAWM) offering wealthcare services to clients nationwide. He leverages his 20+ years as a private banker, institutional investment manager and entrepreneur to help wealthy doctors, business owners, commercial real estate owners, ultra-high-net-worth family principals, and their respective business' retirement plans create and sustain wealth across generations. He is a Certified Financial Planner Professional (CFP®), Certified Private Wealth Advisor (CPWA®), Chartered Real Estate Investor (CRI®), MBA and a Series 65 licensed investment advisor fiduciary. His investment expertise includes both traditional and alternative assets, such as commercial real estate and early-stage venture capital.

As one of only 1% of all Advisors in the country who are true fee-only Fiduciaries, David's mission is to provide wise, unbiased, and personalized guidance to his clients, aligning their wealth with their highest priorities and values. He offers clients and their families a comprehensive virtual family office service using an annual fixed fee pricing model like the recently developed doctor concierge model. Dave works with Schwab, Vanguard and a curated network of experienced lawyers, accountants, trust officers, and other professionals to deliver his virtual family office solution to his clients. Dave enjoys building strong teams, developing effective strategies, and fostering long-term client relationships.

Dave’s wealthcare practice includes a pro bono practice advising recent widows and widowers as they attempt to navigate the many new financial challenges that arise with the passing of a loved one. These new financial challenges occur when the person may still be grieving, and not able to clearly focus on all that needs to be done. So having a trusted advisor with experience in these scenarios can be invaluable.